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
3501
$2K ﹤0.01%
251
-198
3502
$2K ﹤0.01%
126
-24
3503
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204
-300
3504
$2K ﹤0.01%
294
3505
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55
+4
3506
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27
-31
3507
$2K ﹤0.01%
104
3508
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162
3509
$2K ﹤0.01%
117
-600
3510
$2K ﹤0.01%
+115
3511
$2K ﹤0.01%
60
-44
3512
$2K ﹤0.01%
92
3513
$2K ﹤0.01%
40
3514
$2K ﹤0.01%
+259
3515
$2K ﹤0.01%
+60
3516
$2K ﹤0.01%
74
3517
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3518
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254
3519
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62
3520
$2K ﹤0.01%
76
3521
$2K ﹤0.01%
258
3522
$2K ﹤0.01%
100
3523
$2K ﹤0.01%
152
3524
$2K ﹤0.01%
100
3525
$2K ﹤0.01%
88
-192
139 140
141
142 143