IA

IFP Advisors Portfolio holdings

AUM $4.45B
1-Year Est. Return 19.36%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.36%
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
2776
$5K ﹤0.01%
146
2777
$5K ﹤0.01%
683
2778
$5K ﹤0.01%
1,397
+449
2779
$5K ﹤0.01%
212
-468
2780
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+208
2781
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78
-11
2782
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+193
2783
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225
-615
2784
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350
2785
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94
+1
2786
$5K ﹤0.01%
2,375
-625
2787
$5K ﹤0.01%
350
-250
2788
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409
2789
$5K ﹤0.01%
1,679
2790
$5K ﹤0.01%
49
-72
2791
$5K ﹤0.01%
577
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2792
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102
-245
2793
$5K ﹤0.01%
400
2794
$5K ﹤0.01%
+2,800
2795
$5K ﹤0.01%
941
-337
2796
$5K ﹤0.01%
163
-17
2797
$5K ﹤0.01%
150
2798
$5K ﹤0.01%
457
-205
2799
$5K ﹤0.01%
82
-403
2800
$5K ﹤0.01%
88
-815
110 111
112
113 114