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
2601
$8K ﹤0.01%
400
2602
$8K ﹤0.01%
464
-242
2603
$8K ﹤0.01%
218
-16
2604
$8K ﹤0.01%
103
-30
2605
$8K ﹤0.01%
531
-4,000
2606
$8K ﹤0.01%
600
2607
$8K ﹤0.01%
+438
2608
$8K ﹤0.01%
268
+206
2609
$8K ﹤0.01%
1,293
-2,046
2610
$8K ﹤0.01%
193
-428
2611
$8K ﹤0.01%
+960
2612
$7K ﹤0.01%
100
-7
2613
$7K ﹤0.01%
213
+113
2614
$7K ﹤0.01%
484
2615
$7K ﹤0.01%
+300
2616
$7K ﹤0.01%
129
-4
2617
$7K ﹤0.01%
2,889
-27
2618
$7K ﹤0.01%
236
-1,205
2619
$7K ﹤0.01%
175
2620
$7K ﹤0.01%
635
2621
$7K ﹤0.01%
108
-195
2622
$7K ﹤0.01%
400
2623
$7K ﹤0.01%
1,843
-3,415
2624
$7K ﹤0.01%
549
-1,700
2625
$7K ﹤0.01%
265
103 104
105
106 107