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
2651
$7K ﹤0.01%
2,889
-27
2652
$7K ﹤0.01%
236
-1,205
2653
$7K ﹤0.01%
175
2654
$7K ﹤0.01%
635
2655
$7K ﹤0.01%
108
-195
2656
$7K ﹤0.01%
400
2657
$7K ﹤0.01%
184
-342
2658
$7K ﹤0.01%
549
-1,700
2659
$7K ﹤0.01%
265
2660
$7K ﹤0.01%
1,277
-48,694
2661
$7K ﹤0.01%
1,750
-6,702
2662
$7K ﹤0.01%
247
+122
2663
$7K ﹤0.01%
2,212
+400
2664
$7K ﹤0.01%
177
-302
2665
$7K ﹤0.01%
106
-16
2666
$7K ﹤0.01%
+119
2667
$7K ﹤0.01%
876
2668
$7K ﹤0.01%
129
2669
$7K ﹤0.01%
106
+12
2670
$7K ﹤0.01%
500
2671
$7K ﹤0.01%
198
-20
2672
$7K ﹤0.01%
688
-10,063
2673
$7K ﹤0.01%
400
2674
$7K ﹤0.01%
192
-30
2675
$7K ﹤0.01%
240
105 106
107
108 109