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
3551
$2K ﹤0.01%
216
3552
$2K ﹤0.01%
380
-441
3553
$2K ﹤0.01%
411
3554
$2K ﹤0.01%
341
-110
3555
$2K ﹤0.01%
100
-1,000
3556
$2K ﹤0.01%
+76
3557
$2K ﹤0.01%
38
3558
$2K ﹤0.01%
257
3559
$2K ﹤0.01%
92
3560
$2K ﹤0.01%
+5
3561
$2K ﹤0.01%
+219
3562
$2K ﹤0.01%
70
3563
$2K ﹤0.01%
14
-17
3564
$2K ﹤0.01%
57
3565
$2K ﹤0.01%
1,689
-2,255
3566
$2K ﹤0.01%
300
-61
3567
$2K ﹤0.01%
10
-100
3568
$2K ﹤0.01%
1,092
3569
$2K ﹤0.01%
23
-12
3570
$2K ﹤0.01%
200
3571
$2K ﹤0.01%
130
-2,060
3572
$2K ﹤0.01%
300
-789
3573
$2K ﹤0.01%
112
+7
3574
$2K ﹤0.01%
36
+17
3575
$2K ﹤0.01%
100
141 142
143
144 145