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
2926
$4K ﹤0.01%
194
-153
2927
$4K ﹤0.01%
763
-1,479
2928
$4K ﹤0.01%
+166
2929
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312
2930
$4K ﹤0.01%
+250
2931
$4K ﹤0.01%
327
-760
2932
$4K ﹤0.01%
1,931
2933
$4K ﹤0.01%
143
-203
2934
$4K ﹤0.01%
160
+47
2935
$4K ﹤0.01%
86
-54
2936
$4K ﹤0.01%
80
-114
2937
$4K ﹤0.01%
95
+6
2938
$4K ﹤0.01%
800
-99
2939
$4K ﹤0.01%
104
-75
2940
$4K ﹤0.01%
100
2941
$4K ﹤0.01%
+375
2942
$4K ﹤0.01%
2,406
-363
2943
$4K ﹤0.01%
100
2944
$4K ﹤0.01%
4,195
+2,616
2945
$4K ﹤0.01%
174
-1,719
2946
$4K ﹤0.01%
201
2947
$4K ﹤0.01%
+167
2948
$4K ﹤0.01%
35
+10
2949
$4K ﹤0.01%
600
2950
$4K ﹤0.01%
264
-162
116 117
118
119 120