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
2826
$5K ﹤0.01%
184
+159
2827
$5K ﹤0.01%
61
-335
2828
$5K ﹤0.01%
538
+21
2829
$5K ﹤0.01%
627
+52
2830
$5K ﹤0.01%
500
-1,500
2831
$5K ﹤0.01%
100
2832
$5K ﹤0.01%
188
-576
2833
$5K ﹤0.01%
200
-430
2834
$5K ﹤0.01%
400
+200
2835
$5K ﹤0.01%
220
2836
$5K ﹤0.01%
+492
2837
$5K ﹤0.01%
58
-8,270
2838
$5K ﹤0.01%
1,500
2839
$5K ﹤0.01%
33
-16
2840
$5K ﹤0.01%
142
2841
$5K ﹤0.01%
750
-12,850
2842
$5K ﹤0.01%
331
-17
2843
$5K ﹤0.01%
45
-37
2844
$5K ﹤0.01%
200
2845
$5K ﹤0.01%
134
2846
$5K ﹤0.01%
+500
2847
$5K ﹤0.01%
161
-41
2848
$5K ﹤0.01%
133
-73
2849
$5K ﹤0.01%
717
-1,311
2850
$5K ﹤0.01%
301
-11
112 113
114
115 116