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
3951
– –
-40
3952
$0 ﹤0.01%
2
-111
3953
– –
-1,333
3954
– –
-10
3955
$0 ﹤0.01%
333
-916
3956
$0 ﹤0.01%
266
-26,976
3957
– –
-4,208
3958
– –
-555
3959
– –
-249
3960
– –
-100
3961
– –
-14,782
3962
– –
0
3963
– –
-3,000
3964
– –
-699
3965
– –
-2
3966
– –
-7
3967
– –
-67
3968
$0 ﹤0.01%
3
-17
3969
– –
-49
3970
– –
-1,000
3971
– –
-1,600
3972
$0 ﹤0.01%
4
-4
3973
$0 ﹤0.01%
1
3974
$0 ﹤0.01%
10
3975
– –
-16
157 158
159
160 161