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
2576
$8K ﹤0.01%
100
2577
$8K ﹤0.01%
300
-86
2578
$8K ﹤0.01%
30
-21
2579
$8K ﹤0.01%
257
2580
$8K ﹤0.01%
50
2581
$8K ﹤0.01%
3,925
-5,755
2582
$8K ﹤0.01%
420
+75
2583
$8K ﹤0.01%
143
+1
2584
$8K ﹤0.01%
2,000
2585
$8K ﹤0.01%
25
-6
2586
$8K ﹤0.01%
1,020
2587
$8K ﹤0.01%
+2
2588
$8K ﹤0.01%
1,250
2589
$8K ﹤0.01%
5,500
2590
$8K ﹤0.01%
1,677
-400
2591
$8K ﹤0.01%
539
-2,300
2592
$8K ﹤0.01%
66
2593
$8K ﹤0.01%
3,864
2594
$8K ﹤0.01%
2,100
-1,669
2595
$8K ﹤0.01%
640
+420
2596
$8K ﹤0.01%
400
2597
$8K ﹤0.01%
550
2598
$8K ﹤0.01%
6,359
+2,000
2599
$8K ﹤0.01%
200
2600
$8K ﹤0.01%
2,500
-571
102 103
104
105 106