IA

IFP Advisors Portfolio holdings

AUM $3.88B
1-Year Est. Return 17.67%
This Quarter Est. Return
1 Year Est. Return
+17.67%
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
+$4.68M
2
+$3.55M
3
+$3.37M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$2.77M
5
SIRI icon
SiriusXM
SIRI
+$2.61M

Top Sells

1
+$33.7M
2
+$19.8M
3
+$15.4M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$15.4M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$14.7M

Sector Composition

1 Technology 6.32%
2 Financials 6.17%
3 Healthcare 5.54%
4 Consumer Discretionary 4.66%
5 Communication Services 3.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2826
$5K ﹤0.01%
225
-615
2827
$5K ﹤0.01%
350
2828
$5K ﹤0.01%
45
-37
2829
$5K ﹤0.01%
200
2830
$5K ﹤0.01%
134
2831
$5K ﹤0.01%
+500
2832
$5K ﹤0.01%
161
-41
2833
$5K ﹤0.01%
133
-73
2834
$5K ﹤0.01%
94
+1
2835
$5K ﹤0.01%
2,375
-625
2836
$5K ﹤0.01%
717
-1,311
2837
$5K ﹤0.01%
301
-11
2838
$5K ﹤0.01%
233
-1,068
2839
$5K ﹤0.01%
2,000
2840
$5K ﹤0.01%
35,500
2841
$5K ﹤0.01%
190
-4
2842
$5K ﹤0.01%
680
+86
2843
$5K ﹤0.01%
325
+99
2844
$5K ﹤0.01%
266
-989
2845
$5K ﹤0.01%
99
-4
2846
$5K ﹤0.01%
125
2847
$5K ﹤0.01%
200
2848
$5K ﹤0.01%
78
-11
2849
$5K ﹤0.01%
220
2850
$5K ﹤0.01%
+492
112 113
114
115 116