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
2826
$5K ﹤0.01%
188
-576
2827
$5K ﹤0.01%
200
-430
2828
$5K ﹤0.01%
400
+200
2829
$5K ﹤0.01%
212
-468
2830
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+208
2831
$5K ﹤0.01%
78
-11
2832
$5K ﹤0.01%
220
2833
$5K ﹤0.01%
+492
2834
$5K ﹤0.01%
58
-8,270
2835
$5K ﹤0.01%
1,500
2836
$5K ﹤0.01%
33
-16
2837
$5K ﹤0.01%
142
2838
$5K ﹤0.01%
750
-12,850
2839
$5K ﹤0.01%
331
-17
2840
$5K ﹤0.01%
+193
2841
$5K ﹤0.01%
225
-615
2842
$5K ﹤0.01%
350
2843
$5K ﹤0.01%
45
-37
2844
$5K ﹤0.01%
200
2845
$5K ﹤0.01%
134
2846
$5K ﹤0.01%
161
-41
2847
$5K ﹤0.01%
133
-73
2848
$5K ﹤0.01%
94
+1
2849
$5K ﹤0.01%
2,375
-625
2850
$5K ﹤0.01%
717
-1,311
112 113
114
115 116