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
2701
$6K ﹤0.01%
235
-8
2702
$6K ﹤0.01%
57
-451
2703
$6K ﹤0.01%
1,217
-469
2704
$6K ﹤0.01%
365
+165
2705
$6K ﹤0.01%
3
+2
2706
$6K ﹤0.01%
101
-24
2707
$6K ﹤0.01%
171
2708
$6K ﹤0.01%
500
2709
$6K ﹤0.01%
200
-1,055
2710
$6K ﹤0.01%
120
2711
$6K ﹤0.01%
325
2712
$6K ﹤0.01%
224
-26
2713
$6K ﹤0.01%
1,035
2714
$6K ﹤0.01%
92
+65
2715
$6K ﹤0.01%
579
+13
2716
$6K ﹤0.01%
625
2717
$6K ﹤0.01%
225
-1,869
2718
$6K ﹤0.01%
160
2719
$6K ﹤0.01%
420
2720
$6K ﹤0.01%
418
-135
2721
$6K ﹤0.01%
280
-4,405
2722
$6K ﹤0.01%
202
2723
$6K ﹤0.01%
108
2724
$6K ﹤0.01%
98
-303
2725
$6K ﹤0.01%
833
+166
107 108
109
110 111