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
2851
$5K ﹤0.01%
301
-11
2852
$5K ﹤0.01%
233
-1,068
2853
$5K ﹤0.01%
2,000
2854
$5K ﹤0.01%
35,500
2855
$5K ﹤0.01%
190
-4
2856
$5K ﹤0.01%
680
+86
2857
$5K ﹤0.01%
325
+99
2858
$4K ﹤0.01%
+184
2859
$4K ﹤0.01%
114
2860
$4K ﹤0.01%
140
+40
2861
$4K ﹤0.01%
211
+200
2862
$4K ﹤0.01%
1,979
-3,652
2863
$4K ﹤0.01%
273
+133
2864
$4K ﹤0.01%
275
-601
2865
$4K ﹤0.01%
120
2866
$4K ﹤0.01%
270
+135
2867
$4K ﹤0.01%
557
-245
2868
$4K ﹤0.01%
300
2869
$4K ﹤0.01%
331
+72
2870
$4K ﹤0.01%
117
2871
$4K ﹤0.01%
153
-179
2872
$4K ﹤0.01%
202
+20
2873
$4K ﹤0.01%
67
-84
2874
$4K ﹤0.01%
2,000
2875
$4K ﹤0.01%
400
113 114
115
116 117