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
3926
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3927
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3928
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3929
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-5,267
3930
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0
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-2,630
3933
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-10,043
3934
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$0 ﹤0.01%
17
-334
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3939
$0 ﹤0.01%
2
3940
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-1
3941
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3942
$0 ﹤0.01%
6,550
3943
$0 ﹤0.01%
13
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$0 ﹤0.01%
100
3945
$0 ﹤0.01%
39
3946
$0 ﹤0.01%
100
3947
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3948
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3949
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-6
3950
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-25
156 157
158
159 160