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
76
$6.19M 0.28%
41,865
+631
77
$6.11M 0.28%
125,507
+5,368
78
$5.99M 0.27%
82,065
+6,120
79
$5.94M 0.27%
156,587
+21,317
80
$5.88M 0.27%
129,974
+25,362
81
$5.79M 0.26%
125,320
-88,638
82
$5.78M 0.26%
72,859
+12,570
83
$5.77M 0.26%
37,279
-527
84
$5.7M 0.26%
67,768
-66,990
85
$5.46M 0.25%
51,640
-24,661
86
$5.41M 0.25%
35,110
-555
87
$5.41M 0.25%
49,070
+2,744
88
$5.37M 0.24%
173,896
-4,383
89
$5.33M 0.24%
166,452
-13,454
90
$5.24M 0.24%
47,725
+1,458
91
$5.07M 0.23%
83,377
+8,766
92
$5.05M 0.23%
183,202
-15,976
93
$4.87M 0.22%
95,317
+45,236
94
$4.8M 0.22%
39,704
+2,972
95
$4.79M 0.22%
36,045
+6,408
96
$4.76M 0.22%
45,608
-5,638
97
$4.75M 0.22%
47,276
+3,701
98
$4.73M 0.21%
166,509
+9,619
99
$4.65M 0.21%
38,771
-36,657
100
$4.63M 0.21%
76,394
-26,050
2 3
4
5 6