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
2251
$25K ﹤0.01%
741
-493
2252
$25K ﹤0.01%
999
-205
2253
$25K ﹤0.01%
2,720
-17,249
2254
$25K ﹤0.01%
282
-467
2255
$25K ﹤0.01%
1,231
-1,700
2256
$25K ﹤0.01%
492
-343
2257
$25K ﹤0.01%
+770
2258
$24K ﹤0.01%
1,378
-1,000
2259
$24K ﹤0.01%
3,675
-62
2260
$24K ﹤0.01%
748
2261
$24K ﹤0.01%
184
+33
2262
$24K ﹤0.01%
445
+380
2263
$24K ﹤0.01%
725
2264
$24K ﹤0.01%
929
+404
2265
$24K ﹤0.01%
2,598
-993
2266
$24K ﹤0.01%
7,853
-20
2267
$24K ﹤0.01%
+547
2268
$24K ﹤0.01%
1,702
-394
2269
$24K ﹤0.01%
38
2270
$24K ﹤0.01%
+291
2271
$24K ﹤0.01%
437
+387
2272
$24K ﹤0.01%
937
2273
$24K ﹤0.01%
331
+1
2274
$24K ﹤0.01%
1,289
-1,312
2275
$24K ﹤0.01%
535
-3,234
89 90
91
92 93