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
2726
$6K ﹤0.01%
236
-2,844
2727
$6K ﹤0.01%
696
-779
2728
$6K ﹤0.01%
128
-1,007
2729
$6K ﹤0.01%
971
-2,104
2730
$6K ﹤0.01%
215
2731
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50
+44
2732
$6K ﹤0.01%
300
2733
$6K ﹤0.01%
170
+40
2734
$6K ﹤0.01%
59
-134
2735
$6K ﹤0.01%
155
2736
$6K ﹤0.01%
116
-649
2737
$6K ﹤0.01%
237
-42
2738
$6K ﹤0.01%
277
-2,797
2739
$6K ﹤0.01%
43
-130
2740
$6K ﹤0.01%
650
2741
$6K ﹤0.01%
125
-8
2742
$6K ﹤0.01%
244
2743
$6K ﹤0.01%
200
-750
2744
$6K ﹤0.01%
4
+2
2745
$6K ﹤0.01%
400
+300
2746
$6K ﹤0.01%
349
-581
2747
$6K ﹤0.01%
371
-184
2748
$6K ﹤0.01%
280
2749
$6K ﹤0.01%
208
+178
2750
$6K ﹤0.01%
207
108 109
110
111 112