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
2526
$9K ﹤0.01%
300
2527
$9K ﹤0.01%
191
-25
2528
$9K ﹤0.01%
435
2529
$9K ﹤0.01%
182
2530
$9K ﹤0.01%
+500
2531
$9K ﹤0.01%
353
-32
2532
$9K ﹤0.01%
549
-4,524
2533
$9K ﹤0.01%
+600
2534
$9K ﹤0.01%
900
-1,368
2535
$9K ﹤0.01%
3,725
+600
2536
$9K ﹤0.01%
575
-75
2537
$9K ﹤0.01%
700
2538
$9K ﹤0.01%
274
-114
2539
$9K ﹤0.01%
366
-57
2540
$9K ﹤0.01%
467
2541
$9K ﹤0.01%
3,153
-1,804
2542
$9K ﹤0.01%
174
2543
$9K ﹤0.01%
288
-10
2544
$9K ﹤0.01%
377
2545
$9K ﹤0.01%
140
+2
2546
$9K ﹤0.01%
274
2547
$9K ﹤0.01%
14,000
+7,500
2548
$9K ﹤0.01%
229
-755
2549
$9K ﹤0.01%
591
+249
2550
$9K ﹤0.01%
5
100 101
102
103 104