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
376
$1.05M 0.05%
14,389
-208
377
$1.05M 0.05%
11,251
-7,770
378
$1.05M 0.05%
15,977
-5,963
379
$1.04M 0.05%
15,025
-45
380
$1.04M 0.05%
14,935
+2,395
381
$1.04M 0.05%
3,268
-62
382
$1.04M 0.05%
21,557
-938
383
$1.04M 0.05%
6,438
-2,422
384
$1.04M 0.05%
12,700
-4,936
385
$1.03M 0.05%
25,376
+271
386
$1.01M 0.05%
33,877
+6,931
387
$1.01M 0.05%
6,737
-115
388
$1.01M 0.05%
40,903
-4,098
389
$1.01M 0.05%
43,473
-1,632
390
$1M 0.05%
36,493
-8,280
391
$1M 0.05%
48,375
-16,290
392
$1M 0.05%
8,948
+6,198
393
$998K 0.05%
+29,902
394
$996K 0.05%
18,634
-13,406
395
$995K 0.05%
6,382
-441
396
$989K 0.04%
35,145
+10,471
397
$983K 0.04%
10,920
+26
398
$980K 0.04%
30,705
-4,678
399
$974K 0.04%
15,114
-207
400
$972K 0.04%
6,705
-8,281
14 15
16
17 18