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
3276
$4K ﹤0.01%
+56
3277
$4K ﹤0.01%
1
3278
$4K ﹤0.01%
600
-8,882
3279
$4K ﹤0.01%
300
3280
$4K ﹤0.01%
176
-571
3281
$4K ﹤0.01%
550
+270
3282
$4K ﹤0.01%
240
3283
$4K ﹤0.01%
146
3284
$4K ﹤0.01%
425
3285
$4K ﹤0.01%
205
-317
3286
$4K ﹤0.01%
54
-5
3287
$4K ﹤0.01%
+100
3288
$4K ﹤0.01%
283
-31
3289
$4K ﹤0.01%
1,942
-2,200
3290
$4K ﹤0.01%
335
+235
3291
$4K ﹤0.01%
83
3292
$4K ﹤0.01%
56
-162
3293
$4K ﹤0.01%
832
3294
$4K ﹤0.01%
264
3295
$4K ﹤0.01%
290
-319
3296
$4K ﹤0.01%
200
3297
$4K ﹤0.01%
272
3298
$4K ﹤0.01%
162
3299
$4K ﹤0.01%
+1,418
3300
$4K ﹤0.01%
221
-1,888
130 131
132
133 134