IA

IFP Advisors Portfolio holdings

AUM $4.82B
1-Year Est. Return 20.25%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.25%
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
+$4.69M
2
+$3.65M
3
+$3.55M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$2.78M
5
SIRI icon
SiriusXM
SIRI
+$2.77M

Top Sells

1
+$36.8M
2
+$19.6M
3
+$16.5M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$16.4M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$15.7M

Sector Composition

1 Technology 6.32%
2 Financials 6.18%
3 Healthcare 5.54%
4 Consumer Discretionary 4.66%
5 Communication Services 3.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2476
$10K ﹤0.01%
304
+104
2477
$10K ﹤0.01%
1,202
-594
2478
$10K ﹤0.01%
290
-1,397
2479
$10K ﹤0.01%
1,000
2480
$10K ﹤0.01%
300
2481
$10K ﹤0.01%
186
+40
2482
$10K ﹤0.01%
364
-176
2483
$10K ﹤0.01%
950
-1,525
2484
$10K ﹤0.01%
+164
2485
$10K ﹤0.01%
282
-273
2486
$10K ﹤0.01%
41
-16
2487
$10K ﹤0.01%
+561
2488
$10K ﹤0.01%
173
-86
2489
$10K ﹤0.01%
266
-3
2490
$10K ﹤0.01%
313
+1
2491
$10K ﹤0.01%
1,008
+264
2492
$10K ﹤0.01%
380
2493
$10K ﹤0.01%
100
2494
$10K ﹤0.01%
550
2495
$10K ﹤0.01%
194
-1,753
2496
$10K ﹤0.01%
150
-5
2497
$10K ﹤0.01%
218
+110
2498
$10K ﹤0.01%
1,681
+50
2499
$10K ﹤0.01%
130
-61
2500
$10K ﹤0.01%
598
+305
98 99
100
101 102