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
3801
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-450
3802
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-29
3803
$0 ﹤0.01%
+10
3804
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-31
3805
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-8,388
3806
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-65
3807
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-81
3808
– –
-1,000
3809
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-2,200
3810
$0 ﹤0.01%
2
3811
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0
3812
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-50
3813
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-66
3814
$0 ﹤0.01%
11
3815
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-428
3816
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-1,000
3817
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-49
3818
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3819
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-2,934
3820
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3821
$0 ﹤0.01%
8
3822
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-3,000
3823
$0 ﹤0.01%
95
-14,000
3824
– –
-120
3825
– –
-10
151 152
153
154 155