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
3601
$1K ﹤0.01%
24
3602
$1K ﹤0.01%
23
3603
$1K ﹤0.01%
36
-475
3604
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54
-26
3605
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+14
3606
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80
3607
$1K ﹤0.01%
33
-85
3608
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36
3609
$1K ﹤0.01%
17
-109
3610
$1K ﹤0.01%
52
-600
3611
$1K ﹤0.01%
18
-15
3612
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100
3613
$1K ﹤0.01%
+166
3614
$1K ﹤0.01%
61
3615
$1K ﹤0.01%
156
3616
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31
3617
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3618
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32
3619
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20
-47
3620
$1K ﹤0.01%
100
3621
$1K ﹤0.01%
+52
3622
$1K ﹤0.01%
250
3623
$1K ﹤0.01%
51
3624
$1K ﹤0.01%
72
-250
3625
– –
0
143 144
145
146 147