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
176
$2.94M 0.13%
38,348
+14,454
177
$2.94M 0.13%
28,157
-9,069
178
$2.9M 0.13%
130,566
-9,587
179
$2.86M 0.13%
167,517
+1,266
180
$2.84M 0.13%
43,264
+2,195
181
$2.83M 0.13%
33,308
+16,322
182
$2.83M 0.13%
89,091
+10,056
183
$2.81M 0.13%
29,722
-9,758
184
$2.8M 0.13%
50,582
+2,294
185
$2.79M 0.13%
44,518
-7,804
186
$2.78M 0.13%
99,422
+12,062
187
$2.76M 0.13%
51,703
-7,806
188
$2.76M 0.13%
43,097
-4,571
189
$2.75M 0.12%
138,099
+78,939
190
$2.74M 0.12%
20,433
-14,035
191
$2.74M 0.12%
70,120
-84,796
192
$2.69M 0.12%
72,648
+17,598
193
$2.69M 0.12%
94,743
-2,077
194
$2.68M 0.12%
16,253
+393
195
$2.67M 0.12%
132,377
+1,957
196
$2.66M 0.12%
11,960
-579
197
$2.65M 0.12%
46,375
-31,987
198
$2.62M 0.12%
13,806
-825
199
$2.61M 0.12%
53,470
+8,538
200
$2.61M 0.12%
142,221
-72,858
6 7
8
9 10