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
251
$1.43M 0.09%
56,830
-75,144
252
$1.43M 0.09%
21,230
-2,010
253
$1.43M 0.09%
25,061
-11,375
254
$1.43M 0.09%
41,542
-6,453
255
$1.42M 0.09%
22,951
-7,370
256
$1.41M 0.09%
34,580
+11,053
257
$1.41M 0.09%
27,587
-16,324
258
$1.41M 0.09%
34,749
+1,791
259
$1.4M 0.09%
31,041
-14,782
260
$1.4M 0.09%
10,819
-891
261
$1.4M 0.09%
12,112
+727
262
$1.4M 0.09%
37,309
+3,245
263
$1.39M 0.08%
27,872
-1,974
264
$1.39M 0.08%
21,245
-10,324
265
$1.38M 0.08%
9,576
-48
266
$1.38M 0.08%
54,480
+23,260
267
$1.37M 0.08%
23,560
-3,185
268
$1.36M 0.08%
18,036
-6,257
269
$1.36M 0.08%
37,840
-11,485
270
$1.36M 0.08%
31,564
-4,362
271
$1.34M 0.08%
42,310
-131,762
272
$1.33M 0.08%
28,198
-9,120
273
$1.33M 0.08%
8,659
-2,370
274
$1.32M 0.08%
51,837
-2,800
275
$1.32M 0.08%
14,047
-3,038
9 10
11
12 13