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
276
$1.65M 0.07%
160,768
-202,369
277
$1.65M 0.07%
37,335
+494
278
$1.64M 0.07%
94,159
+65,272
279
$1.64M 0.07%
18,979
-12,221
280
$1.64M 0.07%
39,949
-9,353
281
$1.63M 0.07%
22,131
-3,682
282
$1.62M 0.07%
175,170
+9,382
283
$1.59M 0.07%
50,927
+12,699
284
$1.58M 0.07%
23,241
-1,602
285
$1.57M 0.07%
28,804
-2,214
286
$1.56M 0.07%
19,017
-1,957
287
$1.56M 0.07%
57,630
-5,990
288
$1.55M 0.07%
36,489
-2,527
289
$1.54M 0.07%
72,591
-5,818
290
$1.54M 0.07%
20,868
+3,970
291
$1.53M 0.07%
30,817
-43,921
292
$1.53M 0.07%
18,256
+24
293
$1.52M 0.07%
6,082
-4,056
294
$1.51M 0.07%
12,027
-1,515
295
$1.51M 0.07%
104,394
-29,994
296
$1.51M 0.07%
6,592
-3,212
297
$1.5M 0.07%
25,581
-3,334
298
$1.47M 0.07%
29,703
-1,046
299
$1.46M 0.07%
28,410
+2,619
300
$1.46M 0.07%
10,737
-2,174
10 11
12
13 14