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
2626
$7K ﹤0.01%
+550
2627
$7K ﹤0.01%
131
+55
2628
$7K ﹤0.01%
100
-7,154
2629
$7K ﹤0.01%
1,749
+1
2630
$7K ﹤0.01%
100
-314
2631
$7K ﹤0.01%
36
2632
$7K ﹤0.01%
100
+50
2633
$7K ﹤0.01%
+300
2634
$7K ﹤0.01%
285
2635
$7K ﹤0.01%
499
-110
2636
$7K ﹤0.01%
227
2637
$7K ﹤0.01%
137
-1,814
2638
$7K ﹤0.01%
1,706
+301
2639
$7K ﹤0.01%
190
2640
$7K ﹤0.01%
162
+84
2641
$7K ﹤0.01%
72
2642
$7K ﹤0.01%
500
2643
$7K ﹤0.01%
+1,000
2644
$7K ﹤0.01%
78
-20
2645
$7K ﹤0.01%
252
+192
2646
$7K ﹤0.01%
100
-7
2647
$7K ﹤0.01%
213
+113
2648
$7K ﹤0.01%
484
2649
$7K ﹤0.01%
+300
2650
$7K ﹤0.01%
129
-4
104 105
106
107 108