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
3326
$4K ﹤0.01%
500
-161
3327
$4K ﹤0.01%
190
3328
$4K ﹤0.01%
+200
3329
$4K ﹤0.01%
89
-291
3330
$4K ﹤0.01%
24
-50
3331
$4K ﹤0.01%
77
3332
$4K ﹤0.01%
220
3333
$4K ﹤0.01%
160
-718
3334
$4K ﹤0.01%
68
3335
$4K ﹤0.01%
280
-400
3336
$3K ﹤0.01%
14
3337
$3K ﹤0.01%
+116
3338
$3K ﹤0.01%
135
3339
$3K ﹤0.01%
92
-494
3340
$3K ﹤0.01%
500
-1,265
3341
$3K ﹤0.01%
100
3342
$3K ﹤0.01%
167
-12
3343
$3K ﹤0.01%
69
3344
$3K ﹤0.01%
60
3345
$3K ﹤0.01%
155
3346
$3K ﹤0.01%
186
-260
3347
$3K ﹤0.01%
26
3348
$3K ﹤0.01%
135
-135
3349
$3K ﹤0.01%
814
-346
3350
$3K ﹤0.01%
79
-68
132 133
134
135 136