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
2601
$8K ﹤0.01%
539
-2,300
2602
$8K ﹤0.01%
66
2603
$8K ﹤0.01%
3,864
2604
$8K ﹤0.01%
2,100
-1,669
2605
$8K ﹤0.01%
640
+420
2606
$8K ﹤0.01%
400
2607
$8K ﹤0.01%
550
2608
$8K ﹤0.01%
200
2609
$8K ﹤0.01%
2,500
-571
2610
$8K ﹤0.01%
400
2611
$8K ﹤0.01%
464
-242
2612
$7K ﹤0.01%
457
+57
2613
$7K ﹤0.01%
365
+28
2614
$7K ﹤0.01%
500
-210
2615
$7K ﹤0.01%
784
2616
$7K ﹤0.01%
+378
2617
$7K ﹤0.01%
500
2618
$7K ﹤0.01%
89
+11
2619
$7K ﹤0.01%
+80
2620
$7K ﹤0.01%
161
+31
2621
$7K ﹤0.01%
69
+7
2622
$7K ﹤0.01%
1,070
+1,050
2623
$7K ﹤0.01%
449
+15
2624
$7K ﹤0.01%
348
2625
$7K ﹤0.01%
7,800
103 104
105
106 107