IA

IFP Advisors Portfolio holdings

AUM $4.82B
1-Year Est. Return 20.25%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.25%
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
2576
$8K ﹤0.01%
7,700
-28,750
2577
$8K ﹤0.01%
+629
2578
$8K ﹤0.01%
165
-20
2579
$8K ﹤0.01%
4,500
2580
$8K ﹤0.01%
350
2581
$8K ﹤0.01%
158
-44
2582
$8K ﹤0.01%
966
+51
2583
$8K ﹤0.01%
317
+69
2584
$8K ﹤0.01%
100
2585
$8K ﹤0.01%
300
-86
2586
$8K ﹤0.01%
30
-21
2587
$8K ﹤0.01%
531
-4,000
2588
$8K ﹤0.01%
600
2589
$8K ﹤0.01%
+438
2590
$8K ﹤0.01%
268
+206
2591
$8K ﹤0.01%
1,293
-2,046
2592
$8K ﹤0.01%
420
+75
2593
$8K ﹤0.01%
143
+1
2594
$8K ﹤0.01%
2,000
2595
$8K ﹤0.01%
25
-6
2596
$8K ﹤0.01%
1,020
2597
$8K ﹤0.01%
+2
2598
$8K ﹤0.01%
1,250
2599
$8K ﹤0.01%
5,500
2600
$8K ﹤0.01%
1,677
-400
102 103
104
105 106