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
2676
$7K ﹤0.01%
+80
2677
$7K ﹤0.01%
161
+31
2678
$7K ﹤0.01%
333
+3
2679
$7K ﹤0.01%
100
+50
2680
$7K ﹤0.01%
+300
2681
$7K ﹤0.01%
285
2682
$7K ﹤0.01%
499
-110
2683
$7K ﹤0.01%
227
2684
$7K ﹤0.01%
137
-1,814
2685
$7K ﹤0.01%
1,706
+301
2686
$7K ﹤0.01%
190
2687
$7K ﹤0.01%
162
+84
2688
$7K ﹤0.01%
72
2689
$7K ﹤0.01%
1,000
2690
$7K ﹤0.01%
252
+192
2691
$6K ﹤0.01%
102
+50
2692
$6K ﹤0.01%
107
-400
2693
$6K ﹤0.01%
292
-836
2694
$6K ﹤0.01%
+200
2695
$6K ﹤0.01%
232
-250
2696
$6K ﹤0.01%
25
-24
2697
$6K ﹤0.01%
100
+70
2698
$6K ﹤0.01%
287
-98
2699
$6K ﹤0.01%
330
+150
2700
$6K ﹤0.01%
101
-24
106 107
108
109 110