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
2801
$5K ﹤0.01%
218
2802
$5K ﹤0.01%
100
2803
$5K ﹤0.01%
77
-26
2804
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123
-114
2805
$5K ﹤0.01%
100
2806
$5K ﹤0.01%
500
-1,000
2807
$5K ﹤0.01%
266
-989
2808
$5K ﹤0.01%
99
-4
2809
$5K ﹤0.01%
425
2810
$5K ﹤0.01%
364
-1,409
2811
$5K ﹤0.01%
650
2812
$5K ﹤0.01%
63
-96
2813
$5K ﹤0.01%
125
2814
$5K ﹤0.01%
200
2815
$5K ﹤0.01%
138
+8
2816
$5K ﹤0.01%
+298
2817
$5K ﹤0.01%
184
+159
2818
$5K ﹤0.01%
61
-335
2819
$5K ﹤0.01%
538
+21
2820
$5K ﹤0.01%
627
+52
2821
$5K ﹤0.01%
500
-1,500
2822
$5K ﹤0.01%
100
2823
$5K ﹤0.01%
146
2824
$5K ﹤0.01%
683
2825
$5K ﹤0.01%
1,397
+449
111 112
113
114 115