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
4351
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-2
4352
$0 ﹤0.01%
1
-4,329
4353
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-4
4354
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-5,000
4355
$0 ﹤0.01%
2
-20
4356
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-11
4357
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-1,343
4358
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-5,327
4359
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-1,700
4360
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-14,413
4361
$0 ﹤0.01%
14
4362
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-80
4363
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0
4364
– –
-20
4365
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-2
4366
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-273
4367
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-20
4368
$0 ﹤0.01%
300
-500
4369
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-200
4370
– –
-1,104
4371
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-6
4372
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-318
4373
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4374
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-1,096
4375
– –
-590
172 173 174
175
176