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
2701
$6K ﹤0.01%
171
2702
$6K ﹤0.01%
500
2703
$6K ﹤0.01%
200
-1,055
2704
$6K ﹤0.01%
120
2705
$6K ﹤0.01%
325
2706
$6K ﹤0.01%
224
-26
2707
$6K ﹤0.01%
1,035
2708
$6K ﹤0.01%
92
+65
2709
$6K ﹤0.01%
579
+13
2710
$6K ﹤0.01%
625
2711
$6K ﹤0.01%
225
-1,869
2712
$6K ﹤0.01%
98
-303
2713
$6K ﹤0.01%
833
+166
2714
$6K ﹤0.01%
236
-2,844
2715
$6K ﹤0.01%
696
-779
2716
$6K ﹤0.01%
128
-1,007
2717
$6K ﹤0.01%
971
-2,104
2718
$6K ﹤0.01%
215
2719
$6K ﹤0.01%
50
+44
2720
$6K ﹤0.01%
300
2721
$6K ﹤0.01%
170
+40
2722
$6K ﹤0.01%
59
-134
2723
$6K ﹤0.01%
155
2724
$6K ﹤0.01%
116
-649
2725
$6K ﹤0.01%
237
-42
107 108
109
110 111