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
2751
$6K ﹤0.01%
152
+131
2752
$6K ﹤0.01%
338
2753
$6K ﹤0.01%
100
2754
$6K ﹤0.01%
150
+28
2755
$6K ﹤0.01%
700
-800
2756
$6K ﹤0.01%
235
-8
2757
$6K ﹤0.01%
57
-451
2758
$6K ﹤0.01%
1,217
-469
2759
$6K ﹤0.01%
365
+165
2760
$6K ﹤0.01%
160
2761
$6K ﹤0.01%
420
2762
$6K ﹤0.01%
418
-135
2763
$6K ﹤0.01%
280
-4,405
2764
$6K ﹤0.01%
202
2765
$6K ﹤0.01%
108
2766
$5K ﹤0.01%
350
-250
2767
$5K ﹤0.01%
409
2768
$5K ﹤0.01%
1,679
2769
$5K ﹤0.01%
49
-72
2770
$5K ﹤0.01%
577
-265
2771
$5K ﹤0.01%
102
-245
2772
$5K ﹤0.01%
400
2773
$5K ﹤0.01%
+2,800
2774
$5K ﹤0.01%
17
-679
2775
$5K ﹤0.01%
145
-6
109 110
111
112 113