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
3201
$5K ﹤0.01%
745
3202
$5K ﹤0.01%
99
+33
3203
$5K ﹤0.01%
195
3204
$5K ﹤0.01%
200
3205
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44
-20
3206
$5K ﹤0.01%
150
3207
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620
-30
3208
$5K ﹤0.01%
99
-326
3209
$5K ﹤0.01%
437
3210
$5K ﹤0.01%
135
-3
3211
$5K ﹤0.01%
590
3212
$5K ﹤0.01%
237
-7
3213
$5K ﹤0.01%
670
-2,782
3214
$5K ﹤0.01%
221
-37
3215
$5K ﹤0.01%
150
3216
$5K ﹤0.01%
396
+95
3217
$5K ﹤0.01%
164
-10
3218
$5K ﹤0.01%
127
-194
3219
$5K ﹤0.01%
2,270
-1,550
3220
$5K ﹤0.01%
172
+90
3221
$5K ﹤0.01%
180
+67
3222
$5K ﹤0.01%
123
3223
$5K ﹤0.01%
89
-500
3224
$5K ﹤0.01%
70
-364
3225
$5K ﹤0.01%
100
127 128
129
130 131