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
4126
– –
-5,336
4127
$0 ﹤0.01%
33
4128
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-400
4129
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-190
4130
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-500
4131
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-327
4132
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-85
4133
$0 ﹤0.01%
13
4134
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-34
4135
– –
-11,365
4136
$0 ﹤0.01%
67
-12,582
4137
– –
-7,982
4138
– –
-21,331
4139
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-39
4140
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-250
4141
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-785
4142
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-169
4143
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4144
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-40
4145
$0 ﹤0.01%
6
4146
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-10
4147
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-100
4148
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4149
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-126
4150
– –
0
164 165
166
167 168