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
2551
$9K ﹤0.01%
229
-755
2552
$9K ﹤0.01%
591
+249
2553
$9K ﹤0.01%
5
2554
$9K ﹤0.01%
249
2555
$9K ﹤0.01%
823
2556
$9K ﹤0.01%
200
2557
$8K ﹤0.01%
218
-16
2558
$8K ﹤0.01%
700
2559
$8K ﹤0.01%
322
2560
$8K ﹤0.01%
400
2561
$8K ﹤0.01%
200
-15
2562
$8K ﹤0.01%
404
2563
$8K ﹤0.01%
146
-42
2564
$8K ﹤0.01%
164
-505
2565
$8K ﹤0.01%
350
2566
$8K ﹤0.01%
158
-44
2567
$8K ﹤0.01%
268
+206
2568
$8K ﹤0.01%
50
2569
$8K ﹤0.01%
3,925
-5,755
2570
$8K ﹤0.01%
630
+112
2571
$8K ﹤0.01%
6,359
+2,000
2572
$8K ﹤0.01%
200
2573
$8K ﹤0.01%
2,500
-571
2574
$8K ﹤0.01%
400
2575
$8K ﹤0.01%
103
-30
101 102
103
104 105