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
3251
$4K ﹤0.01%
137
-3,040
3252
$4K ﹤0.01%
137
3253
$4K ﹤0.01%
263
-490
3254
$4K ﹤0.01%
51
-352
3255
$4K ﹤0.01%
40
3256
$4K ﹤0.01%
115
-26
3257
$4K ﹤0.01%
+125
3258
$4K ﹤0.01%
203
-4
3259
$4K ﹤0.01%
111
+3
3260
$4K ﹤0.01%
83
-117
3261
$4K ﹤0.01%
132
-41
3262
$4K ﹤0.01%
183
3263
$4K ﹤0.01%
30
3264
$4K ﹤0.01%
50
+2
3265
$4K ﹤0.01%
138
-30
3266
$4K ﹤0.01%
4,000
3267
$4K ﹤0.01%
225
-200
3268
$4K ﹤0.01%
100
-330
3269
$4K ﹤0.01%
50
3270
$4K ﹤0.01%
50
-78
3271
$4K ﹤0.01%
297
-16
3272
$4K ﹤0.01%
136
3273
$4K ﹤0.01%
90
-65
3274
$4K ﹤0.01%
13
+7
3275
$4K ﹤0.01%
221
129 130
131
132 133