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
2751
$6K ﹤0.01%
604
-17,287
2752
$6K ﹤0.01%
152
+131
2753
$6K ﹤0.01%
338
2754
$6K ﹤0.01%
100
2755
$6K ﹤0.01%
238
-93
2756
$6K ﹤0.01%
106
-49
2757
$6K ﹤0.01%
269
-39
2758
$6K ﹤0.01%
594
2759
$6K ﹤0.01%
10,629
+5,700
2760
$6K ﹤0.01%
2,000
2761
$6K ﹤0.01%
250
2762
$6K ﹤0.01%
318
+4
2763
$6K ﹤0.01%
719
2764
$6K ﹤0.01%
484
2765
$6K ﹤0.01%
220
+20
2766
$5K ﹤0.01%
500
2767
$5K ﹤0.01%
+500
2768
$5K ﹤0.01%
630
-110
2769
$5K ﹤0.01%
350
-250
2770
$5K ﹤0.01%
409
2771
$5K ﹤0.01%
1,679
2772
$5K ﹤0.01%
49
-72
2773
$5K ﹤0.01%
577
-265
2774
$5K ﹤0.01%
102
-245
2775
$5K ﹤0.01%
400
109 110
111
112 113