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
2051
$33K ﹤0.01%
1,114
2052
$33K ﹤0.01%
1,338
-650
2053
$32K ﹤0.01%
2,644
-376
2054
$32K ﹤0.01%
2,000
2055
$32K ﹤0.01%
1,520
+950
2056
$32K ﹤0.01%
496
+22
2057
$32K ﹤0.01%
1,032
-654
2058
$32K ﹤0.01%
1,850
-1,490
2059
$32K ﹤0.01%
5,548
-1,000
2060
$32K ﹤0.01%
+1,530
2061
$32K ﹤0.01%
2,145
-5,376
2062
$32K ﹤0.01%
523
-249
2063
$32K ﹤0.01%
379
-27
2064
$32K ﹤0.01%
3,200
-100
2065
$32K ﹤0.01%
4,372
2066
$32K ﹤0.01%
400
+70
2067
$32K ﹤0.01%
1,400
+800
2068
$32K ﹤0.01%
842
-293
2069
$32K ﹤0.01%
4,044
-4,119
2070
$32K ﹤0.01%
1,816
-137
2071
$32K ﹤0.01%
820
-132
2072
$32K ﹤0.01%
600
2073
$32K ﹤0.01%
481
-272
2074
$32K ﹤0.01%
2,472
2075
$32K ﹤0.01%
522
+11
81 82
83
84 85