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
2551
$9K ﹤0.01%
249
2552
$9K ﹤0.01%
823
2553
$9K ﹤0.01%
200
2554
$9K ﹤0.01%
401
-529
2555
$9K ﹤0.01%
103
-519
2556
$9K ﹤0.01%
200
-41
2557
$8K ﹤0.01%
700
2558
$8K ﹤0.01%
134
-23
2559
$8K ﹤0.01%
+800
2560
$8K ﹤0.01%
322
2561
$8K ﹤0.01%
400
2562
$8K ﹤0.01%
200
-15
2563
$8K ﹤0.01%
404
2564
$8K ﹤0.01%
146
-42
2565
$8K ﹤0.01%
164
-505
2566
$8K ﹤0.01%
199
-134
2567
$8K ﹤0.01%
511
2568
$8K ﹤0.01%
7,700
-28,750
2569
$8K ﹤0.01%
+629
2570
$8K ﹤0.01%
165
-20
2571
$8K ﹤0.01%
4,500
2572
$8K ﹤0.01%
350
2573
$8K ﹤0.01%
158
-44
2574
$8K ﹤0.01%
966
+51
2575
$8K ﹤0.01%
317
+69
101 102
103
104 105