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
4051
$0 ﹤0.01%
39
-13
4052
$0 ﹤0.01%
7
4053
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-175
4054
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-4
4055
$0 ﹤0.01%
1
4056
– –
-58
4057
– –
-886
4058
$0 ﹤0.01%
25
-21
4059
$0 ﹤0.01%
5
4060
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-125
4061
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-4,448
4062
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-250
4063
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-100
4064
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0
4065
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-2,936
4066
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4067
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-2,711
4068
$0 ﹤0.01%
4
4069
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-2,117
4070
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4071
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-200
4072
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-1,608
4073
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4074
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4075
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-30
161 162
163
164 165