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
3376
$3K ﹤0.01%
130
-139
3377
$3K ﹤0.01%
175
-400
3378
$3K ﹤0.01%
58
3379
$3K ﹤0.01%
98
-19
3380
$3K ﹤0.01%
121
-364
3381
$3K ﹤0.01%
100
3382
$3K ﹤0.01%
+340
3383
$3K ﹤0.01%
174
3384
$3K ﹤0.01%
50
3385
$3K ﹤0.01%
32
-9
3386
$3K ﹤0.01%
74
-250
3387
$3K ﹤0.01%
129
-150
3388
$3K ﹤0.01%
100
3389
$3K ﹤0.01%
60
3390
$3K ﹤0.01%
206
-6
3391
$3K ﹤0.01%
20
-94
3392
$3K ﹤0.01%
343
3393
$3K ﹤0.01%
50
-43
3394
$3K ﹤0.01%
230
3395
$3K ﹤0.01%
100
-100
3396
$3K ﹤0.01%
516
-567
3397
$3K ﹤0.01%
131
-254
3398
$3K ﹤0.01%
602
-835
3399
$3K ﹤0.01%
317
-966
3400
$3K ﹤0.01%
117
-4
134 135
136
137 138