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
3701
$1K ﹤0.01%
3
-2
3702
$1K ﹤0.01%
32
3703
$1K ﹤0.01%
202
-35
3704
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3705
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80
3706
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60
-1,604
3707
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64
-43
3708
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3709
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50
-185
3710
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5
3711
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3712
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100
3713
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13
3714
$1K ﹤0.01%
6
3715
– –
0
3716
$1K ﹤0.01%
600
3717
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20
3718
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110
+73
3719
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27
-4
3720
$1K ﹤0.01%
2
3721
$1K ﹤0.01%
63
3722
$1K ﹤0.01%
43
-400
3723
$1K ﹤0.01%
+10
3724
$1K ﹤0.01%
+16
3725
$1K ﹤0.01%
125
-2
147 148
149
150 151