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
2851
$5K ﹤0.01%
58
-8,270
2852
$5K ﹤0.01%
1,500
2853
$5K ﹤0.01%
33
-16
2854
$5K ﹤0.01%
630
-110
2855
$5K ﹤0.01%
184
+159
2856
$5K ﹤0.01%
188
-576
2857
$5K ﹤0.01%
+208
2858
$4K ﹤0.01%
67
-84
2859
$4K ﹤0.01%
124
-831
2860
$4K ﹤0.01%
160
2861
$4K ﹤0.01%
181
-600
2862
$4K ﹤0.01%
156
+28
2863
$4K ﹤0.01%
114
2864
$4K ﹤0.01%
140
+40
2865
$4K ﹤0.01%
211
+200
2866
$4K ﹤0.01%
1,979
-3,652
2867
$4K ﹤0.01%
273
+133
2868
$4K ﹤0.01%
275
-601
2869
$4K ﹤0.01%
120
2870
$4K ﹤0.01%
270
+135
2871
$4K ﹤0.01%
557
-245
2872
$4K ﹤0.01%
106
+83
2873
$4K ﹤0.01%
228
+177
2874
$4K ﹤0.01%
325
2875
$4K ﹤0.01%
537
-3,073
113 114
115
116 117