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
4076
$0 ﹤0.01%
6
4077
– –
-3,272
4078
– –
-1,017
4079
– –
-11
4080
– –
-1,700
4081
$0 ﹤0.01%
6
4082
– –
0
4083
– –
-95
4084
– –
-2
4085
– –
-333
4086
– –
-55
4087
– –
-14
4088
– –
-200
4089
$0 ﹤0.01%
20
4090
– –
-14
4091
– –
-30
4092
– –
0
4093
$0 ﹤0.01%
100
-218
4094
$0 ﹤0.01%
230
4095
– –
-1,200
4096
$0 ﹤0.01%
13
-10
4097
$0 ﹤0.01%
90
4098
– –
-145
4099
– –
-18
4100
– –
-1,500
162 163
164
165 166