IA

IFP Advisors Portfolio holdings

AUM $4.45B
1-Year Est. Return 19.36%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.36%
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%
424
+106
2477
$10K ﹤0.01%
+1,260
2478
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196
2479
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501
-358
2480
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1,000
2481
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300
2482
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186
+40
2483
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364
-176
2484
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950
-1,525
2485
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282
-273
2486
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+561
2487
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173
-86
2488
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313
+1
2489
$10K ﹤0.01%
1,008
+264
2490
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380
2491
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150
-5
2492
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218
+110
2493
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130
-61
2494
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598
+305
2495
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154
-14
2496
$10K ﹤0.01%
256
-42
2497
$10K ﹤0.01%
311
+10
2498
$10K ﹤0.01%
344
+147
2499
$10K ﹤0.01%
507
2500
$10K ﹤0.01%
617
-992
98 99
100
101 102