IA

IFP Advisors Portfolio holdings

AUM $4.45B
1-Year Est. Return 19.36%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.36%
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%
78
-20
2627
$7K ﹤0.01%
614
+26
2628
$7K ﹤0.01%
579
-9,640
2629
$7K ﹤0.01%
100
-7
2630
$7K ﹤0.01%
213
+113
2631
$7K ﹤0.01%
484
2632
$7K ﹤0.01%
+300
2633
$7K ﹤0.01%
129
-4
2634
$7K ﹤0.01%
2,889
-27
2635
$7K ﹤0.01%
236
-1,205
2636
$7K ﹤0.01%
175
2637
$7K ﹤0.01%
635
2638
$7K ﹤0.01%
108
-195
2639
$7K ﹤0.01%
400
2640
$7K ﹤0.01%
184
-342
2641
$7K ﹤0.01%
1,277
-48,694
2642
$7K ﹤0.01%
1,750
-6,702
2643
$7K ﹤0.01%
177
-302
2644
$7K ﹤0.01%
106
-16
2645
$7K ﹤0.01%
+119
2646
$7K ﹤0.01%
876
2647
$7K ﹤0.01%
129
2648
$7K ﹤0.01%
457
+57
2649
$7K ﹤0.01%
365
+28
2650
$7K ﹤0.01%
500
-210
104 105
106
107 108