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
3626
$1K ﹤0.01%
109
3627
$1K ﹤0.01%
+22
3628
$1K ﹤0.01%
10
3629
$1K ﹤0.01%
79
3630
$1K ﹤0.01%
44
3631
$1K ﹤0.01%
18
-272
3632
$1K ﹤0.01%
21
3633
$1K ﹤0.01%
17
3634
$1K ﹤0.01%
50
3635
$1K ﹤0.01%
200
3636
$1K ﹤0.01%
85
3637
$1K ﹤0.01%
40
-122
3638
$1K ﹤0.01%
+60
3639
$1K ﹤0.01%
5
3640
$1K ﹤0.01%
42
-116
3641
$1K ﹤0.01%
12
3642
$1K ﹤0.01%
56
3643
$1K ﹤0.01%
8
-615
3644
$1K ﹤0.01%
15
-2
3645
$1K ﹤0.01%
25
3646
$1K ﹤0.01%
15
-7,517
3647
$1K ﹤0.01%
100
-1,000
3648
$1K ﹤0.01%
6
-430
3649
$1K ﹤0.01%
47
3650
– –
0
144 145
146
147 148