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
2626
$7K ﹤0.01%
1,277
-48,694
2627
$7K ﹤0.01%
1,750
-6,702
2628
$7K ﹤0.01%
247
+122
2629
$7K ﹤0.01%
2,212
+400
2630
$7K ﹤0.01%
177
-302
2631
$7K ﹤0.01%
106
-16
2632
$7K ﹤0.01%
+119
2633
$7K ﹤0.01%
69
+7
2634
$7K ﹤0.01%
1,070
+1,050
2635
$7K ﹤0.01%
449
+15
2636
$7K ﹤0.01%
348
2637
$7K ﹤0.01%
106
+12
2638
$7K ﹤0.01%
500
2639
$7K ﹤0.01%
198
-20
2640
$7K ﹤0.01%
688
-10,063
2641
$7K ﹤0.01%
400
2642
$7K ﹤0.01%
192
-30
2643
$7K ﹤0.01%
240
2644
$7K ﹤0.01%
150
2645
$7K ﹤0.01%
240
-185
2646
$7K ﹤0.01%
33
-38
2647
$7K ﹤0.01%
7,800
2648
$7K ﹤0.01%
+550
2649
$7K ﹤0.01%
131
+55
2650
$7K ﹤0.01%
100
-7,154
104 105
106
107 108