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
2776
$5K ﹤0.01%
+2,800
2777
$5K ﹤0.01%
17
-679
2778
$5K ﹤0.01%
145
-6
2779
$5K ﹤0.01%
941
-337
2780
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163
-17
2781
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85
+77
2782
$5K ﹤0.01%
150
2783
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457
-205
2784
$5K ﹤0.01%
82
-403
2785
$5K ﹤0.01%
230
2786
$5K ﹤0.01%
54
-419
2787
$5K ﹤0.01%
450
-1,184
2788
$5K ﹤0.01%
88
-815
2789
$5K ﹤0.01%
104
-138
2790
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400
2791
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140
2792
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2793
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140
2794
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275
-153
2795
$5K ﹤0.01%
1,000
2796
$5K ﹤0.01%
145
2797
$5K ﹤0.01%
75
2798
$5K ﹤0.01%
243
2799
$5K ﹤0.01%
114
-30
2800
$5K ﹤0.01%
96
+29
110 111
112
113 114