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
$1.64B
AUM Growth
-$812M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,099
New
Increased
Reduced
Closed

Top Buys

1
+$4.68M
2
+$3.55M
3
+$3.37M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$2.77M
5
SIRI icon
SiriusXM
SIRI
+$2.61M

Top Sells

1
+$33.7M
2
+$19.8M
3
+$15.4M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$15.4M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$14.7M

Sector Composition

1 Technology 6.32%
2 Financials 6.17%
3 Healthcare 5.54%
4 Consumer Discretionary 4.66%
5 Communication Services 3.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.6M 0.1%
71,685
+15,165
227
$1.59M 0.1%
71,474
+7,467
228
$1.59M 0.1%
22,916
-9,264
229
$1.58M 0.1%
34,709
-11,035
230
$1.58M 0.1%
16,088
-13,022
231
$1.57M 0.1%
24,883
-97
232
$1.56M 0.1%
200,203
-1,697
233
$1.56M 0.1%
47,250
+7,200
234
$1.55M 0.09%
110,390
+12,230
235
$1.55M 0.09%
15,793
+9,157
236
$1.53M 0.09%
17,920
-12,076
237
$1.53M 0.09%
9,625
+45
238
$1.52M 0.09%
56,162
-5,295
239
$1.51M 0.09%
21,335
+605
240
$1.51M 0.09%
5
-1
241
$1.49M 0.09%
91,186
-77,678
242
$1.49M 0.09%
47,657
-1,257
243
$1.47M 0.09%
33,427
+17,751
244
$1.47M 0.09%
14,556
-7,281
245
$1.46M 0.09%
117,504
-14,978
246
$1.46M 0.09%
45,286
-870
247
$1.46M 0.09%
32,455
-7,193
248
$1.45M 0.09%
78,101
+77,876
249
$1.44M 0.09%
29,865
-2,943
250
$1.44M 0.09%
177,727
-70,210
8 9
10
11 12