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
3226
$5K ﹤0.01%
94
-3
3227
$5K ﹤0.01%
181
-700
3228
$5K ﹤0.01%
202
-95
3229
$4K ﹤0.01%
375
-2,264
3230
$4K ﹤0.01%
133
3231
$4K ﹤0.01%
+200
3232
$4K ﹤0.01%
201
3233
$4K ﹤0.01%
6,500
-11,580
3234
$4K ﹤0.01%
1,430
-1,255
3235
$4K ﹤0.01%
70
3236
$4K ﹤0.01%
60
-50
3237
$4K ﹤0.01%
+100
3238
$4K ﹤0.01%
131
-21
3239
$4K ﹤0.01%
192
-16,273
3240
$4K ﹤0.01%
1,396
-3,560
3241
$4K ﹤0.01%
245
-460
3242
$4K ﹤0.01%
132
3243
$4K ﹤0.01%
229
-3,663
3244
$4K ﹤0.01%
300
-500
3245
$4K ﹤0.01%
+150
3246
$4K ﹤0.01%
97
-735
3247
$4K ﹤0.01%
68
3248
$4K ﹤0.01%
261
-127
3249
$4K ﹤0.01%
101
-934
3250
$4K ﹤0.01%
100
-200
128 129
130
131 132