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
301
$1.46M 0.07%
15,863
+14,904
302
$1.44M 0.07%
21,131
-3,955
303
$1.44M 0.07%
67,937
-1,979
304
$1.43M 0.06%
19,746
-6,962
305
$1.41M 0.06%
29,924
+3,743
306
$1.41M 0.06%
61,124
+3,433
307
$1.39M 0.06%
20,971
-15,802
308
$1.39M 0.06%
35,508
-64,686
309
$1.38M 0.06%
13,647
-18,369
310
$1.38M 0.06%
47,694
-1,404
311
$1.37M 0.06%
38,851
-6,482
312
$1.37M 0.06%
61,001
-22,352
313
$1.37M 0.06%
52,410
-13,746
314
$1.36M 0.06%
16,135
+1,667
315
$1.33M 0.06%
31,121
-28,031
316
$1.33M 0.06%
92,950
+62,500
317
$1.33M 0.06%
11,956
+2,933
318
$1.32M 0.06%
18,913
-287
319
$1.32M 0.06%
29,483
-256
320
$1.32M 0.06%
20,291
-4,593
321
$1.31M 0.06%
9,751
-299
322
$1.31M 0.06%
44,974
+262
323
$1.3M 0.06%
19,475
-7,209
324
$1.3M 0.06%
28,629
+7,056
325
$1.3M 0.06%
16,058
-4,544
11 12
13
14 15