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
326
$1.29M 0.06%
43,552
+2,594
327
$1.29M 0.06%
10,702
-22,111
328
$1.29M 0.06%
19,826
+262
329
$1.29M 0.06%
16,550
-19,972
330
$1.28M 0.06%
27,188
-1,996
331
$1.27M 0.06%
18,301
-22,856
332
$1.27M 0.06%
10,364
+275
333
$1.26M 0.06%
17,547
+8,587
334
$1.26M 0.06%
8,830
-1,939
335
$1.25M 0.06%
5,561
-2,520
336
$1.25M 0.06%
4,909
-2,662
337
$1.24M 0.06%
32,684
+9,146
338
$1.24M 0.06%
22,640
+1,028
339
$1.24M 0.06%
18,169
-1,999
340
$1.23M 0.06%
26,546
+85
341
$1.23M 0.06%
11,113
-790
342
$1.22M 0.06%
23,975
+8,339
343
$1.21M 0.05%
109,173
-743
344
$1.21M 0.05%
5,939
-1,618
345
$1.2M 0.05%
29,038
+20,581
346
$1.2M 0.05%
36,534
-7,747
347
$1.19M 0.05%
21,997
+7,244
348
$1.18M 0.05%
81,868
-15,450
349
$1.18M 0.05%
16,346
-935
350
$1.17M 0.05%
41,750
-32,210
12 13
14
15 16