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
151
$3.44M 0.16%
282,501
-71,496
152
$3.41M 0.15%
70,915
-77,596
153
$3.41M 0.15%
66,799
+1,357
154
$3.41M 0.15%
64,668
-1,357
155
$3.38M 0.15%
147,477
+135,590
156
$3.32M 0.15%
49,197
+3,110
157
$3.31M 0.15%
22,577
-15,671
158
$3.31M 0.15%
60,465
+28,758
159
$3.3M 0.15%
63,134
-2,258
160
$3.29M 0.15%
126,466
+7,372
161
$3.27M 0.15%
133,443
-823
162
$3.2M 0.15%
28,049
-6,732
163
$3.18M 0.14%
43,847
-34,408
164
$3.17M 0.14%
32,146
-463
165
$3.12M 0.14%
58,086
-38,256
166
$3.12M 0.14%
117,579
-440
167
$3.05M 0.14%
50,576
+746
168
$3.02M 0.14%
47,384
-33,960
169
$3.02M 0.14%
17,354
-4,533
170
$3M 0.14%
23,678
+257
171
$3M 0.14%
63,499
-7,756
172
$2.99M 0.14%
168,321
+20,727
173
$2.96M 0.13%
39,754
-10,681
174
$2.96M 0.13%
35,775
-9,552
175
$2.95M 0.13%
26,471
+15,253
5 6
7
8 9