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
4326
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-2,679
4327
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-128
4328
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-1,588
4329
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-5,600
4330
$0 ﹤0.01%
5
-520
4331
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0
4332
– –
-200
4333
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-300
4334
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-1,594
4335
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-330
4336
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-1,056
4337
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-600
4338
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-7,650
4339
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-9,220
4340
$0 ﹤0.01%
3
4341
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-505
4342
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4343
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-3,150
4344
$0 ﹤0.01%
143
-430
4345
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-600
4346
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-1,500
4347
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-860
4348
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-104
4349
$0 ﹤0.01%
10
-3
4350
– –
-1
172 173
174
175 176