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
3676
$1K ﹤0.01%
12
-28
3677
$1K ﹤0.01%
17
-3
3678
$1K ﹤0.01%
75
-354
3679
$1K ﹤0.01%
+15
3680
$1K ﹤0.01%
17
3681
$1K ﹤0.01%
+68
3682
$1K ﹤0.01%
39
+20
3683
$1K ﹤0.01%
84
-35
3684
$1K ﹤0.01%
38
-400
3685
$1K ﹤0.01%
+30
3686
$1K ﹤0.01%
391
-2,989
3687
$1K ﹤0.01%
257
3688
$1K ﹤0.01%
500
3689
$1K ﹤0.01%
320
-73
3690
$1K ﹤0.01%
65
-94
3691
$1K ﹤0.01%
47
3692
$1K ﹤0.01%
+166
3693
$1K ﹤0.01%
18
3694
$1K ﹤0.01%
150
-780
3695
$1K ﹤0.01%
23
3696
$1K ﹤0.01%
300
-1,100
3697
$1K ﹤0.01%
17
-1,048
3698
$1K ﹤0.01%
22
-18
3699
$1K ﹤0.01%
15
3700
$1K ﹤0.01%
35
-7
146 147
148
149 150