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
3426
$3K ﹤0.01%
210
3427
$3K ﹤0.01%
100
3428
$3K ﹤0.01%
401
+400
3429
$3K ﹤0.01%
400
-200
3430
$3K ﹤0.01%
33
3431
$3K ﹤0.01%
234
-153
3432
$3K ﹤0.01%
5,600
-5,759
3433
$3K ﹤0.01%
36
-9
3434
$3K ﹤0.01%
1,671
+1,595
3435
$3K ﹤0.01%
160
-500
3436
$3K ﹤0.01%
137
3437
$3K ﹤0.01%
73
-2
3438
$3K ﹤0.01%
94
+42
3439
$3K ﹤0.01%
1,127
-208
3440
$3K ﹤0.01%
500
3441
$3K ﹤0.01%
124
3442
$3K ﹤0.01%
286
+130
3443
$3K ﹤0.01%
241
-99
3444
$3K ﹤0.01%
86
3445
$3K ﹤0.01%
87
3446
$3K ﹤0.01%
123
-63
3447
$3K ﹤0.01%
76
+71
3448
– –
0
3449
$3K ﹤0.01%
175
-175
3450
$3K ﹤0.01%
251
-1,076
136 137
138
139 140