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
351
$1.17M 0.05%
10,066
+6,751
352
$1.17M 0.05%
43,951
-34,073
353
$1.16M 0.05%
6,541
-3,652
354
$1.15M 0.05%
28,658
355
$1.15M 0.05%
24,149
+2,477
356
$1.15M 0.05%
44,217
-19,132
357
$1.14M 0.05%
45,110
358
$1.13M 0.05%
16,014
-1,289
359
$1.12M 0.05%
38,432
+22,467
360
$1.12M 0.05%
7,216
-2,528
361
$1.09M 0.05%
44,856
+745
362
$1.09M 0.05%
65,141
+11,993
363
$1.09M 0.05%
+21,458
364
$1.08M 0.05%
18,250
-16,822
365
$1.08M 0.05%
7,248
-1,745
366
$1.07M 0.05%
2,087
-397
367
$1.07M 0.05%
12,614
-13,611
368
$1.07M 0.05%
28,040
-1,388
369
$1.07M 0.05%
26,940
+744
370
$1.07M 0.05%
19,488
+1,440
371
$1.07M 0.05%
15,861
-7,069
372
$1.07M 0.05%
30,747
-1,588
373
$1.06M 0.05%
39,282
+494
374
$1.05M 0.05%
19,015
+687
375
$1.05M 0.05%
38,206
+8,662
13 14
15
16 17