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
3401
$3K ﹤0.01%
100
-1,550
3402
$3K ﹤0.01%
+78
3403
$3K ﹤0.01%
153
3404
$3K ﹤0.01%
45
3405
$3K ﹤0.01%
+100
3406
$3K ﹤0.01%
74
3407
$3K ﹤0.01%
600
3408
$3K ﹤0.01%
37
3409
$3K ﹤0.01%
99
3410
$3K ﹤0.01%
118
-66
3411
$3K ﹤0.01%
+48
3412
$3K ﹤0.01%
100
-5
3413
$3K ﹤0.01%
+118
3414
$3K ﹤0.01%
+67
3415
$3K ﹤0.01%
169
-52
3416
$3K ﹤0.01%
407
-2,500
3417
$3K ﹤0.01%
814
-2,228
3418
$3K ﹤0.01%
54
+25
3419
$3K ﹤0.01%
250
-1,054
3420
$3K ﹤0.01%
109
3421
$3K ﹤0.01%
444
-250
3422
$3K ﹤0.01%
212
+6
3423
$3K ﹤0.01%
600
3424
$3K ﹤0.01%
200
3425
$3K ﹤0.01%
500
-2,200
135 136
137
138 139