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
2351
$21K ﹤0.01%
1,250
+60
2352
$21K ﹤0.01%
512
+350
2353
$21K ﹤0.01%
1,201
2354
$21K ﹤0.01%
1,190
+269
2355
$21K ﹤0.01%
135
-125
2356
$21K ﹤0.01%
2,026
+112
2357
$21K ﹤0.01%
675
-700
2358
$21K ﹤0.01%
+1,182
2359
$21K ﹤0.01%
530
2360
$21K ﹤0.01%
1,000
2361
$21K ﹤0.01%
728
-125
2362
$21K ﹤0.01%
976
-618
2363
$21K ﹤0.01%
831
-96
2364
$21K ﹤0.01%
900
2365
$21K ﹤0.01%
1,790
-746
2366
$21K ﹤0.01%
467
+82
2367
$21K ﹤0.01%
310
2368
$21K ﹤0.01%
1,782
+380
2369
$21K ﹤0.01%
890
2370
$21K ﹤0.01%
602
-900
2371
$21K ﹤0.01%
1,378
2372
$21K ﹤0.01%
943
2373
$20K ﹤0.01%
1,088
+459
2374
$20K ﹤0.01%
+800
2375
$20K ﹤0.01%
1,575
-5,197
93 94
95
96 97