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
4201
– –
-100
4202
$0 ﹤0.01%
+40
4203
– –
-8,550
4204
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-350
4205
$0 ﹤0.01%
10
-100
4206
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0
4207
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-2,864
4208
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0
4209
– –
-4,644
4210
$0 ﹤0.01%
5
-105
4211
$0 ﹤0.01%
50
-5
4212
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-3
4213
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-100
4214
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-17,317
4215
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-50
4216
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-800
4217
$0 ﹤0.01%
1
4218
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1
-4
4219
– –
-800
4220
– –
0
4221
– –
0
4222
$0 ﹤0.01%
15
-81
4223
– –
-807
4224
– –
-1,808
4225
– –
-300
167 168
169
170 171