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
2651
$7K ﹤0.01%
1,749
+1
2652
$7K ﹤0.01%
100
-314
2653
$7K ﹤0.01%
36
2654
$7K ﹤0.01%
500
2655
$7K ﹤0.01%
+1,000
2656
$7K ﹤0.01%
78
-20
2657
$7K ﹤0.01%
614
+26
2658
$7K ﹤0.01%
579
-9,640
2659
$7K ﹤0.01%
182
-581
2660
$7K ﹤0.01%
458
2661
$7K ﹤0.01%
192
-28
2662
$7K ﹤0.01%
+1,000
2663
$7K ﹤0.01%
604
2664
$7K ﹤0.01%
2,417
2665
$7K ﹤0.01%
605
+28
2666
$7K ﹤0.01%
558
+25
2667
$7K ﹤0.01%
876
2668
$7K ﹤0.01%
129
2669
$7K ﹤0.01%
457
+57
2670
$7K ﹤0.01%
365
+28
2671
$7K ﹤0.01%
500
-210
2672
$7K ﹤0.01%
784
2673
$7K ﹤0.01%
+378
2674
$7K ﹤0.01%
500
2675
$7K ﹤0.01%
89
+11
105 106
107
108 109