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
2726
$6K ﹤0.01%
277
-2,797
2727
$6K ﹤0.01%
43
-130
2728
$6K ﹤0.01%
650
2729
$6K ﹤0.01%
125
-8
2730
$6K ﹤0.01%
244
2731
$6K ﹤0.01%
200
-750
2732
$6K ﹤0.01%
4
+2
2733
$6K ﹤0.01%
400
+300
2734
$6K ﹤0.01%
349
-581
2735
$6K ﹤0.01%
371
-184
2736
$6K ﹤0.01%
280
2737
$6K ﹤0.01%
208
+178
2738
$6K ﹤0.01%
207
2739
$6K ﹤0.01%
238
-93
2740
$6K ﹤0.01%
106
-49
2741
$6K ﹤0.01%
269
-39
2742
$6K ﹤0.01%
594
2743
$6K ﹤0.01%
10,629
+5,700
2744
$6K ﹤0.01%
2,000
2745
$6K ﹤0.01%
250
2746
$6K ﹤0.01%
318
+4
2747
$6K ﹤0.01%
719
2748
$6K ﹤0.01%
484
2749
$6K ﹤0.01%
220
+20
2750
$6K ﹤0.01%
604
-17,287
108 109
110
111 112