IA

IFP Advisors Portfolio holdings

AUM $4.45B
1-Year Est. Return 19.36%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.36%
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%
28
2877
$4K ﹤0.01%
500
2878
$4K ﹤0.01%
900
2879
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86
-54
2880
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+375
2881
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80
-114
2882
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182
+40
2883
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136
2884
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67
-84
2885
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2,000
2886
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400
2887
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124
-831
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2889
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181
-600
2890
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156
+28
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140
+40
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211
+200
2894
$4K ﹤0.01%
1,979
-3,652
2895
$4K ﹤0.01%
273
+133
2896
$4K ﹤0.01%
275
-601
2897
$4K ﹤0.01%
120
2898
$4K ﹤0.01%
557
-245
2899
$4K ﹤0.01%
300
2900
$4K ﹤0.01%
331
+72
114 115
116
117 118