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
2651
$7K ﹤0.01%
784
2652
$7K ﹤0.01%
+378
2653
$7K ﹤0.01%
500
2654
$7K ﹤0.01%
89
+11
2655
$7K ﹤0.01%
1,070
+1,050
2656
$7K ﹤0.01%
449
+15
2657
$7K ﹤0.01%
348
2658
$7K ﹤0.01%
106
+12
2659
$7K ﹤0.01%
500
2660
$7K ﹤0.01%
198
-20
2661
$7K ﹤0.01%
688
-10,063
2662
$7K ﹤0.01%
240
2663
$7K ﹤0.01%
150
2664
$7K ﹤0.01%
240
-185
2665
$7K ﹤0.01%
33
-38
2666
$7K ﹤0.01%
7,800
2667
$7K ﹤0.01%
+550
2668
$7K ﹤0.01%
131
+55
2669
$7K ﹤0.01%
1,749
+1
2670
$7K ﹤0.01%
100
-314
2671
$7K ﹤0.01%
36
2672
$7K ﹤0.01%
333
+3
2673
$7K ﹤0.01%
100
+50
2674
$7K ﹤0.01%
+300
2675
$7K ﹤0.01%
285
105 106
107
108 109