IA

IFP Advisors Portfolio holdings

AUM $3.88B
1-Year Est. Return 17.67%
This Quarter Est. Return
1 Year Est. Return
+17.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.2B
AUM Growth
-$315M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,398
New
Increased
Reduced
Closed

Top Buys

1
+$5.09M
2
+$4.1M
3
+$3.75M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$3.5M
5
PCY icon
Invesco Emerging Markets Sovereign Debt ETF
PCY
+$3.17M

Top Sells

1
+$16.4M
2
+$16.1M
3
+$13.6M
4
AAPL icon
Apple
AAPL
+$12M
5
BP icon
BP
BP
+$11.3M

Sector Composition

1 Technology 6.24%
2 Financials 5.45%
3 Healthcare 5.13%
4 Consumer Discretionary 4.04%
5 Industrials 3.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
3176
$5K ﹤0.01%
123
3177
$5K ﹤0.01%
119
3178
$5K ﹤0.01%
25
-25
3179
$5K ﹤0.01%
130
+94
3180
$5K ﹤0.01%
68
3181
$5K ﹤0.01%
33
-155
3182
$5K ﹤0.01%
162
3183
$5K ﹤0.01%
586
-216
3184
$5K ﹤0.01%
53
-222
3185
$5K ﹤0.01%
46
+3
3186
$5K ﹤0.01%
27
3187
$5K ﹤0.01%
70
-765
3188
$5K ﹤0.01%
155
3189
$5K ﹤0.01%
616
-520
3190
$5K ﹤0.01%
80
3191
$5K ﹤0.01%
154
-300
3192
$5K ﹤0.01%
291
-25
3193
$5K ﹤0.01%
500
3194
$5K ﹤0.01%
94
-174
3195
$5K ﹤0.01%
444
+98
3196
$5K ﹤0.01%
2,500
-7,200
3197
$5K ﹤0.01%
140
-365
3198
$5K ﹤0.01%
1,504
-10,704
3199
$5K ﹤0.01%
872
-1,586
3200
$5K ﹤0.01%
157
+78
126 127
128
129 130