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
201
$2.6M 0.12%
24,416
-1,200
202
$2.59M 0.12%
8,440
-7,839
203
$2.55M 0.12%
44,897
-5,073
204
$2.54M 0.12%
263,379
+18,762
205
$2.53M 0.11%
28,420
+1,073
206
$2.51M 0.11%
71,124
+13,923
207
$2.5M 0.11%
29,590
-11,054
208
$2.5M 0.11%
23,641
+12,487
209
$2.49M 0.11%
60,562
+28,774
210
$2.38M 0.11%
36,021
-570
211
$2.38M 0.11%
39,603
-1,618
212
$2.35M 0.11%
52,603
+35,387
213
$2.33M 0.11%
77,419
-4,218
214
$2.32M 0.11%
92,846
-20,002
215
$2.32M 0.11%
95,144
+3,586
216
$2.32M 0.11%
16,291
-559
217
$2.31M 0.1%
185,272
-244,094
218
$2.31M 0.1%
31,394
+2,782
219
$2.31M 0.1%
41,836
+6,304
220
$2.31M 0.1%
216,888
+38,388
221
$2.24M 0.1%
46,953
-1,320
222
$2.23M 0.1%
28,143
-6,316
223
$2.2M 0.1%
11,707
-2,598
224
$2.19M 0.1%
36,580
+13,490
225
$2.17M 0.1%
27,476
-3,884
7 8
9
10 11