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
4026
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-50
4027
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-1,085
4028
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-13,602
4029
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0
4030
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4031
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-11
4032
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-494
4033
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-7,449
4034
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-500
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0
4036
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-3,400
4037
$0 ﹤0.01%
133
-150
4038
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4039
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4040
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4041
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0
4042
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4043
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$0 ﹤0.01%
10
-2,455
4045
$0 ﹤0.01%
10
4046
$0 ﹤0.01%
1
-6
4047
$0 ﹤0.01%
15
-100
4048
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-70
4049
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-300
4050
– –
-8
160 161
162
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