IA

IFP Advisors Portfolio holdings

AUM $3.52B
1-Year Est. Return 15.89%
This Quarter Est. Return
1 Year Est. Return
+15.89%
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
1
$58.4M 2.65%
425,707
+1,005
2
$48.7M 2.21%
1,150,852
-282,684
3
$42.1M 1.91%
1,108,045
+29,400
4
$41.3M 1.87%
265,265
-10,124
5
$31.8M 1.44%
118,173
+419
6
$30.1M 1.36%
112,726
-18,059
7
$25.7M 1.17%
315,410
-39,011
8
$25M 1.13%
378,486
+56,794
9
$24M 1.09%
421,116
+61,437
10
$22.4M 1.02%
205,238
+26,881
11
$21.3M 0.97%
277,665
+21,024
12
$18.9M 0.86%
191,493
-6,266
13
$17.7M 0.8%
1,646,700
+78,018
14
$15.4M 0.7%
167,229
-178,835
15
$15.3M 0.69%
521,165
-462,431
16
$15.3M 0.69%
143,947
-1,232
17
$14.6M 0.66%
104,599
-75,841
18
$14.5M 0.66%
82,148
-15,136
19
$14.2M 0.64%
165,542
-69,171
20
$13.9M 0.63%
98,710
-162
21
$13.4M 0.61%
190,729
+2,141
22
$13.4M 0.61%
124,561
+47,488
23
$13.1M 0.59%
223,560
-21,040
24
$13.1M 0.59%
97,025
-4,828
25
$13M 0.59%
272,787
-34,584
1
2 3 4 5