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
3476
$2K ﹤0.01%
101
3477
$2K ﹤0.01%
3
-1
3478
$2K ﹤0.01%
100
3479
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625
3480
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+14
3481
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45
-100
3482
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79
-90
3483
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10
-35
3484
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310
-56
3485
$2K ﹤0.01%
100
-100
3486
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85
3487
$2K ﹤0.01%
121
-100
3488
$2K ﹤0.01%
62
3489
$2K ﹤0.01%
166
+157
3490
$2K ﹤0.01%
64
-90
3491
$2K ﹤0.01%
66
3492
$2K ﹤0.01%
39
-26
3493
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28
-50
3494
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3495
$2K ﹤0.01%
82
3496
$2K ﹤0.01%
25
-259
3497
$2K ﹤0.01%
62
+50
3498
$2K ﹤0.01%
122
+20
3499
$2K ﹤0.01%
+25
3500
$2K ﹤0.01%
38
138 139
140
141 142