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
51
$8.5M 0.39%
49,403
-14,405
52
$8.33M 0.38%
158,180
-25,460
53
$8.27M 0.37%
485,364
+37,602
54
$8.18M 0.37%
277,007
-163,078
55
$8.11M 0.37%
79,467
-1,645
56
$8.01M 0.36%
208,239
-293,706
57
$7.97M 0.36%
149,286
+15,342
58
$7.92M 0.36%
51,941
+9,652
59
$7.59M 0.34%
90,593
+10,839
60
$7.58M 0.34%
118,489
-7,021
61
$7.53M 0.34%
66,064
-8,031
62
$7.51M 0.34%
74,376
+12,740
63
$7.42M 0.34%
76,722
-32,893
64
$7.11M 0.32%
33,360
-8
65
$7.1M 0.32%
139,634
+6,412
66
$6.92M 0.31%
79,197
+14,405
67
$6.92M 0.31%
83,333
-4,081
68
$6.91M 0.31%
85,255
-10,627
69
$6.83M 0.31%
178,423
-61,530
70
$6.76M 0.31%
147,417
-159,874
71
$6.6M 0.3%
54,271
+185
72
$6.58M 0.3%
122,332
+3,018
73
$6.55M 0.3%
37,968
+6,288
74
$6.31M 0.29%
120,620
-8,980
75
$6.26M 0.28%
132,802
+7,629
1 2
3
4 5