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
2876
$4K ﹤0.01%
124
-831
2877
$4K ﹤0.01%
160
2878
$4K ﹤0.01%
181
-600
2879
$4K ﹤0.01%
156
+28
2880
$4K ﹤0.01%
875
-485
2881
$4K ﹤0.01%
235
+73
2882
$4K ﹤0.01%
116
-2,455
2883
$4K ﹤0.01%
100
2884
$4K ﹤0.01%
91
-100
2885
$4K ﹤0.01%
375
2886
$4K ﹤0.01%
63
+12
2887
$4K ﹤0.01%
+6
2888
$4K ﹤0.01%
261
-815
2889
$4K ﹤0.01%
1,814
-7,348
2890
$4K ﹤0.01%
106
+83
2891
$4K ﹤0.01%
228
+177
2892
$4K ﹤0.01%
325
2893
$4K ﹤0.01%
537
-3,073
2894
$4K ﹤0.01%
624
-598
2895
$4K ﹤0.01%
238
2896
$4K ﹤0.01%
189
+30
2897
$4K ﹤0.01%
162
2898
$4K ﹤0.01%
285
-715
2899
$4K ﹤0.01%
+240
2900
$4K ﹤0.01%
75
114 115
116
117 118