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
4376
– –
-5
4377
– –
-13
4378
– –
-190
4379
$0 ﹤0.01%
4
4380
$0 ﹤0.01%
10
4381
$0 ﹤0.01%
2
-3,998
4382
– –
-802
4383
– –
-4,000
4384
– –
-33
4385
– –
-180
4386
– –
-8
4387
$0 ﹤0.01%
21
4388
– –
-40
4389
– –
-174
4390
$0 ﹤0.01%
8
4391
– –
-33
4392
– –
-3,104
172 173 174 175
176