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
2501
$10K ﹤0.01%
135
-46
2502
$10K ﹤0.01%
304
+104
2503
$10K ﹤0.01%
2,216
+1,446
2504
$9K ﹤0.01%
400
-1,000
2505
$9K ﹤0.01%
97
2506
$9K ﹤0.01%
200
+100
2507
$9K ﹤0.01%
353
-32
2508
$9K ﹤0.01%
549
-4,524
2509
$9K ﹤0.01%
+600
2510
$9K ﹤0.01%
274
-114
2511
$9K ﹤0.01%
401
-529
2512
$9K ﹤0.01%
103
-519
2513
$9K ﹤0.01%
200
-41
2514
$9K ﹤0.01%
887
2515
$9K ﹤0.01%
252
-132
2516
$9K ﹤0.01%
+500
2517
$9K ﹤0.01%
238
+78
2518
$9K ﹤0.01%
410
2519
$9K ﹤0.01%
2,910
-250
2520
$9K ﹤0.01%
185
-63
2521
$9K ﹤0.01%
650
-316
2522
$9K ﹤0.01%
300
-500
2523
$9K ﹤0.01%
103
+21
2524
$9K ﹤0.01%
868
-159
2525
$9K ﹤0.01%
1,000
99 100
101
102 103