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
3851
– –
-13
3852
$0 ﹤0.01%
15
-250
3853
– –
-27,583
3854
– –
-115
3855
– –
-679
3856
– –
-2,682
3857
– –
-130
3858
– –
-50
3859
– –
-311
3860
– –
-891
3861
$0 ﹤0.01%
1,800
3862
– –
-28
3863
– –
-36
3864
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-284
3865
$0 ﹤0.01%
1
-1
3866
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-3
3867
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-64
3868
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-275
3869
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-122
3870
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-831
3871
– –
-131,500
3872
$0 ﹤0.01%
95
3873
$0 ﹤0.01%
11
-3
3874
– –
-30
3875
$0 ﹤0.01%
300
-1,136
153 154
155
156 157