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
3526
$2K ﹤0.01%
138
3527
$2K ﹤0.01%
181
-711
3528
$2K ﹤0.01%
+29
3529
$2K ﹤0.01%
70
3530
$2K ﹤0.01%
60
-380
3531
$2K ﹤0.01%
143
-519
3532
$2K ﹤0.01%
57
3533
$2K ﹤0.01%
1,674
-666
3534
$2K ﹤0.01%
1,000
-5,000
3535
$2K ﹤0.01%
94
+61
3536
$2K ﹤0.01%
3,000
3537
$2K ﹤0.01%
+320
3538
$2K ﹤0.01%
31
3539
$2K ﹤0.01%
45
3540
$2K ﹤0.01%
42
3541
$2K ﹤0.01%
150
3542
$2K ﹤0.01%
200
3543
$2K ﹤0.01%
47
3544
$2K ﹤0.01%
200
3545
$2K ﹤0.01%
104
3546
$2K ﹤0.01%
86
-93
3547
$2K ﹤0.01%
131
-60
3548
$2K ﹤0.01%
100
3549
$2K ﹤0.01%
2,417
3550
$2K ﹤0.01%
78
-222
140 141
142
143 144