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
2876
$4K ﹤0.01%
606
-581
2877
$4K ﹤0.01%
238
2878
$4K ﹤0.01%
189
+30
2879
$4K ﹤0.01%
162
2880
$4K ﹤0.01%
285
-715
2881
$4K ﹤0.01%
+240
2882
$4K ﹤0.01%
75
2883
$4K ﹤0.01%
55
-119
2884
$4K ﹤0.01%
248
-128
2885
$4K ﹤0.01%
53
+13
2886
$4K ﹤0.01%
63
-27
2887
$4K ﹤0.01%
199
-11
2888
$4K ﹤0.01%
+77
2889
$4K ﹤0.01%
230
-30
2890
$4K ﹤0.01%
348
2891
$4K ﹤0.01%
279
+210
2892
$4K ﹤0.01%
206
-200
2893
$4K ﹤0.01%
202
+1
2894
$4K ﹤0.01%
2,171
-290
2895
$4K ﹤0.01%
74
-76
2896
$4K ﹤0.01%
138
-119
2897
$4K ﹤0.01%
20
-2
2898
$4K ﹤0.01%
398
-704
2899
$4K ﹤0.01%
435
-360
2900
$4K ﹤0.01%
58
-47
114 115
116
117 118