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
2926
$4K ﹤0.01%
600
2927
$4K ﹤0.01%
264
-162
2928
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919
+257
2929
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2930
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100
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2932
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+40
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2934
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2935
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331
2936
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+26
2937
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2,000
2938
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2939
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300
2940
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331
+72
2941
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2942
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875
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235
+73
2944
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116
-2,455
2945
$4K ﹤0.01%
100
2946
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91
-100
2947
$4K ﹤0.01%
375
2948
$4K ﹤0.01%
63
+12
2949
$4K ﹤0.01%
+6
2950
$4K ﹤0.01%
261
-815
116 117
118
119 120