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
2501
$10K ﹤0.01%
154
-14
2502
$10K ﹤0.01%
256
-42
2503
$10K ﹤0.01%
3,106
+100
2504
$9K ﹤0.01%
887
2505
$9K ﹤0.01%
252
-132
2506
$9K ﹤0.01%
400
-1,000
2507
$9K ﹤0.01%
97
2508
$9K ﹤0.01%
+500
2509
$9K ﹤0.01%
238
+78
2510
$9K ﹤0.01%
410
2511
$9K ﹤0.01%
2,910
-250
2512
$9K ﹤0.01%
185
-63
2513
$9K ﹤0.01%
650
-316
2514
$9K ﹤0.01%
300
-500
2515
$9K ﹤0.01%
200
+100
2516
$9K ﹤0.01%
103
+21
2517
$9K ﹤0.01%
868
-159
2518
$9K ﹤0.01%
1,000
2519
$9K ﹤0.01%
81
+61
2520
$9K ﹤0.01%
417
-1,338
2521
$9K ﹤0.01%
700
2522
$9K ﹤0.01%
245
-50
2523
$9K ﹤0.01%
+200
2524
$9K ﹤0.01%
200
2525
$9K ﹤0.01%
400
-495
99 100
101
102 103