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
251
$1.79M 0.08%
6
-4
252
$1.78M 0.08%
78,570
-3,125
253
$1.78M 0.08%
59,339
+2,091
254
$1.77M 0.08%
19,060
-13,322
255
$1.75M 0.08%
107,966
-19,800
256
$1.74M 0.08%
32,527
-116,199
257
$1.74M 0.08%
14,597
-25,175
258
$1.73M 0.08%
33,316
-1,216
259
$1.73M 0.08%
12,019
-8,547
260
$1.73M 0.08%
7,743
+1,143
261
$1.72M 0.08%
21,272
-20,337
262
$1.72M 0.08%
50,934
-1,503
263
$1.71M 0.08%
8,199
-2,550
264
$1.71M 0.08%
33,015
+1,509
265
$1.7M 0.08%
11,426
-7,061
266
$1.7M 0.08%
10,831
-5,891
267
$1.69M 0.08%
43,388
+1,944
268
$1.69M 0.08%
14,243
+4,071
269
$1.68M 0.08%
30,502
+130
270
$1.68M 0.08%
28,191
-64
271
$1.67M 0.08%
33,363
+7,574
272
$1.67M 0.08%
80,164
+5,342
273
$1.66M 0.08%
33,935
+1,775
274
$1.66M 0.08%
14,862
+450
275
$1.65M 0.08%
53,900
+32,780
9 10
11
12 13