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
2476
$10K ﹤0.01%
344
+147
2477
$10K ﹤0.01%
507
2478
$10K ﹤0.01%
617
-992
2479
$10K ﹤0.01%
135
-46
2480
$10K ﹤0.01%
304
+104
2481
$10K ﹤0.01%
1,202
-594
2482
$10K ﹤0.01%
290
-1,397
2483
$10K ﹤0.01%
538
-1,000
2484
$10K ﹤0.01%
215
-667
2485
$10K ﹤0.01%
175
2486
$10K ﹤0.01%
411
+29
2487
$10K ﹤0.01%
954
2488
$10K ﹤0.01%
2,216
+1,446
2489
$10K ﹤0.01%
80
-2,034
2490
$10K ﹤0.01%
1,358
-246
2491
$10K ﹤0.01%
321
-65
2492
$10K ﹤0.01%
359
+2
2493
$10K ﹤0.01%
424
+106
2494
$10K ﹤0.01%
973
+39
2495
$10K ﹤0.01%
+1,260
2496
$10K ﹤0.01%
196
2497
$10K ﹤0.01%
+561
2498
$10K ﹤0.01%
173
-86
2499
$10K ﹤0.01%
130
-61
2500
$10K ﹤0.01%
598
+305
98 99
100
101 102