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
2676
$7K ﹤0.01%
499
-110
2677
$7K ﹤0.01%
227
2678
$7K ﹤0.01%
72
2679
$7K ﹤0.01%
500
2680
$7K ﹤0.01%
+1,000
2681
$7K ﹤0.01%
182
-581
2682
$7K ﹤0.01%
458
2683
$7K ﹤0.01%
192
-28
2684
$7K ﹤0.01%
604
2685
$7K ﹤0.01%
2,417
2686
$7K ﹤0.01%
605
+28
2687
$7K ﹤0.01%
1,000
2688
$7K ﹤0.01%
558
+25
2689
$7K ﹤0.01%
252
+192
2690
$7K ﹤0.01%
+1,000
2691
$6K ﹤0.01%
300
2692
$6K ﹤0.01%
232
-250
2693
$6K ﹤0.01%
25
-24
2694
$6K ﹤0.01%
325
2695
$6K ﹤0.01%
224
-26
2696
$6K ﹤0.01%
1,035
2697
$6K ﹤0.01%
92
+65
2698
$6K ﹤0.01%
579
+13
2699
$6K ﹤0.01%
625
2700
$6K ﹤0.01%
225
-1,869
106 107
108
109 110