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
2701
$6K ﹤0.01%
160
2702
$6K ﹤0.01%
236
-2,844
2703
$6K ﹤0.01%
155
2704
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280
2705
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106
-49
2706
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269
-39
2707
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102
+50
2708
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107
-400
2709
$6K ﹤0.01%
292
-836
2710
$6K ﹤0.01%
+200
2711
$6K ﹤0.01%
100
+70
2712
$6K ﹤0.01%
287
-98
2713
$6K ﹤0.01%
150
+28
2714
$6K ﹤0.01%
700
-800
2715
$6K ﹤0.01%
235
-8
2716
$6K ﹤0.01%
57
-451
2717
$6K ﹤0.01%
1,217
-469
2718
$6K ﹤0.01%
365
+165
2719
$6K ﹤0.01%
3
+2
2720
$6K ﹤0.01%
101
-24
2721
$6K ﹤0.01%
171
2722
$6K ﹤0.01%
500
2723
$6K ﹤0.01%
200
-1,055
2724
$6K ﹤0.01%
120
2725
$6K ﹤0.01%
420
107 108
109
110 111