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
2901
$4K ﹤0.01%
28
2902
$4K ﹤0.01%
500
2903
$4K ﹤0.01%
900
2904
$4K ﹤0.01%
68
-106
2905
$4K ﹤0.01%
200
2906
$4K ﹤0.01%
194
-153
2907
$4K ﹤0.01%
763
-1,479
2908
$4K ﹤0.01%
+166
2909
$4K ﹤0.01%
312
2910
$4K ﹤0.01%
+250
2911
$4K ﹤0.01%
327
-760
2912
$4K ﹤0.01%
1,931
2913
$4K ﹤0.01%
143
-203
2914
$4K ﹤0.01%
160
+47
2915
$4K ﹤0.01%
80
-114
2916
$4K ﹤0.01%
95
+6
2917
$4K ﹤0.01%
800
-99
2918
$4K ﹤0.01%
104
-75
2919
$4K ﹤0.01%
+184
2920
$4K ﹤0.01%
100
2921
$4K ﹤0.01%
+375
2922
$4K ﹤0.01%
174
-1,719
2923
$4K ﹤0.01%
201
2924
$4K ﹤0.01%
+167
2925
$4K ﹤0.01%
35
+10
115 116
117
118 119