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
3351
$3K ﹤0.01%
100
3352
$3K ﹤0.01%
107
-175
3353
$3K ﹤0.01%
+2
3354
$3K ﹤0.01%
1,380
3355
$3K ﹤0.01%
147
3356
$3K ﹤0.01%
100
3357
$3K ﹤0.01%
610
3358
$3K ﹤0.01%
46
3359
$3K ﹤0.01%
98
3360
$3K ﹤0.01%
386
-62
3361
$3K ﹤0.01%
130
-8,690
3362
$3K ﹤0.01%
42
3363
$3K ﹤0.01%
71
3364
$3K ﹤0.01%
15
3365
$3K ﹤0.01%
104
+55
3366
$3K ﹤0.01%
256
3367
$3K ﹤0.01%
134
3368
$3K ﹤0.01%
248
3369
$3K ﹤0.01%
300
-1,822
3370
$3K ﹤0.01%
194
3371
$3K ﹤0.01%
50
3372
$3K ﹤0.01%
9
3373
$3K ﹤0.01%
45
3374
$3K ﹤0.01%
80
-37,507
3375
$3K ﹤0.01%
79
-47
133 134
135
136 137