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
26
$12.6M 0.57%
206,735
+15,554
27
$12.5M 0.57%
278,534
+18,129
28
$12.4M 0.56%
173,411
-57,790
29
$12.3M 0.56%
231,609
-151,160
30
$11.9M 0.54%
111,152
-62,314
31
$11.1M 0.5%
205,282
-4,919
32
$10.8M 0.49%
86,933
+358
33
$10.8M 0.49%
128,965
-192,626
34
$10.7M 0.49%
203,602
-8,374
35
$10.7M 0.48%
271,911
+41,336
36
$10.6M 0.48%
43,135
-12,780
37
$10.5M 0.48%
122,848
+8,250
38
$10.3M 0.47%
82,055
-59,473
39
$10.1M 0.46%
266,507
-18,761
40
$9.67M 0.44%
48,801
-16,934
41
$9.62M 0.44%
1,963,601
+531,088
42
$9.45M 0.43%
338,583
+14,853
43
$9.31M 0.42%
270,851
-123,478
44
$9.12M 0.41%
48,090
-27,486
45
$9.01M 0.41%
80,654
+4,745
46
$9M 0.41%
185,324
+48,974
47
$8.98M 0.41%
83,564
-32,730
48
$8.96M 0.41%
195,277
+2,010
49
$8.86M 0.4%
30,037
-12,300
50
$8.81M 0.4%
230,608
-12,136
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