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
3451
$3K ﹤0.01%
97
3452
$3K ﹤0.01%
65
-36
3453
$3K ﹤0.01%
42
3454
$3K ﹤0.01%
122
3455
$3K ﹤0.01%
224
-5,941
3456
$3K ﹤0.01%
40
3457
$3K ﹤0.01%
94
-100
3458
$3K ﹤0.01%
102
+48
3459
$3K ﹤0.01%
100
+89
3460
$3K ﹤0.01%
108
-24
3461
$3K ﹤0.01%
179
3462
$3K ﹤0.01%
80
-100
3463
$3K ﹤0.01%
64
-2,756
3464
$3K ﹤0.01%
100
3465
$3K ﹤0.01%
12
3466
$3K ﹤0.01%
1,603
-492
3467
$3K ﹤0.01%
734
-300
3468
$2K ﹤0.01%
52
3469
$2K ﹤0.01%
99
3470
$2K ﹤0.01%
47
-1,246
3471
$2K ﹤0.01%
138
3472
$2K ﹤0.01%
68
3473
$2K ﹤0.01%
233
-40
3474
$2K ﹤0.01%
123
-625
3475
$2K ﹤0.01%
24
-39
137 138
139
140 141