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
3301
$4K ﹤0.01%
62
+41
3302
$4K ﹤0.01%
138
-32
3303
$4K ﹤0.01%
187
3304
$4K ﹤0.01%
240
-16,760
3305
$4K ﹤0.01%
68
3306
$4K ﹤0.01%
361
-32
3307
$4K ﹤0.01%
150
3308
$4K ﹤0.01%
129
-461
3309
$4K ﹤0.01%
86
+7
3310
$4K ﹤0.01%
123
3311
$4K ﹤0.01%
102
-1,895
3312
$4K ﹤0.01%
81
-543
3313
$4K ﹤0.01%
131
3314
$4K ﹤0.01%
89
+57
3315
$4K ﹤0.01%
990
-169
3316
$4K ﹤0.01%
117
3317
$4K ﹤0.01%
+500
3318
$4K ﹤0.01%
+50
3319
$4K ﹤0.01%
162
3320
$4K ﹤0.01%
400
3321
$4K ﹤0.01%
177
+133
3322
$4K ﹤0.01%
103
3323
$4K ﹤0.01%
78
3324
$4K ﹤0.01%
98
3325
$4K ﹤0.01%
+216
131 132
133
134 135