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
2901
$4K ﹤0.01%
55
-119
2902
$4K ﹤0.01%
248
-128
2903
$4K ﹤0.01%
53
+13
2904
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63
-27
2905
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199
-11
2906
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126
+26
2907
$4K ﹤0.01%
+77
2908
$4K ﹤0.01%
230
-30
2909
$4K ﹤0.01%
348
2910
$4K ﹤0.01%
279
+210
2911
$4K ﹤0.01%
206
-200
2912
$4K ﹤0.01%
202
+1
2913
$4K ﹤0.01%
227
+25
2914
$4K ﹤0.01%
2,171
-290
2915
$4K ﹤0.01%
74
-76
2916
$4K ﹤0.01%
142
-123
2917
$4K ﹤0.01%
20
-2
2918
$4K ﹤0.01%
398
-704
2919
$4K ﹤0.01%
435
-360
2920
$4K ﹤0.01%
58
-47
2921
$4K ﹤0.01%
28
2922
$4K ﹤0.01%
500
2923
$4K ﹤0.01%
900
2924
$4K ﹤0.01%
68
-106
2925
$4K ﹤0.01%
200
115 116
117
118 119