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
4176
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-100
4177
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-28
4178
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-738
4179
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4180
$0 ﹤0.01%
23
4181
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-3,000
4182
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-2,000
4183
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4184
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4185
$0 ﹤0.01%
6
-72
4186
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4187
$0 ﹤0.01%
6
-2,051
4188
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0
4189
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-50
4190
– –
-8,484
4191
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-626
4192
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-1,065
4193
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-454
4194
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-50
4195
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0
4196
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-400
4197
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-252
4198
$0 ﹤0.01%
23
-1,020
4199
$0 ﹤0.01%
36
-3,257
4200
$0 ﹤0.01%
+2
166 167
168
169 170