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
1676
$62K ﹤0.01%
1,533
+150
1677
$62K ﹤0.01%
508
-82
1678
$62K ﹤0.01%
2,796
1679
$62K ﹤0.01%
+3,078
1680
$62K ﹤0.01%
7,088
-2,762
1681
$62K ﹤0.01%
2,062
-284
1682
$62K ﹤0.01%
1,050
-50
1683
$62K ﹤0.01%
+1,388
1684
$62K ﹤0.01%
679
-65
1685
$62K ﹤0.01%
1,905
-2,795
1686
$62K ﹤0.01%
25,267
-8,076
1687
$62K ﹤0.01%
965
-1,010
1688
$62K ﹤0.01%
1,163
-7
1689
$62K ﹤0.01%
5,319
-4,290
1690
$61K ﹤0.01%
5,883
+814
1691
$61K ﹤0.01%
827
+19
1692
$61K ﹤0.01%
6,313
-7,398
1693
$61K ﹤0.01%
1,138
-483
1694
$61K ﹤0.01%
1,946
+129
1695
$61K ﹤0.01%
1,385
-123
1696
$61K ﹤0.01%
2,598
-41
1697
$61K ﹤0.01%
2,050
+1,750
1698
$61K ﹤0.01%
1,618
-459
1699
$61K ﹤0.01%
2,665
+1,800
1700
$61K ﹤0.01%
4,000
+1,790
66 67
68
69 70