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
276
$1.31M 0.08%
17,836
-2,420
277
$1.3M 0.08%
47,744
-26,815
278
$1.3M 0.08%
33,393
+272
279
$1.3M 0.08%
27,368
+33
280
$1.3M 0.08%
24,222
+3,651
281
$1.29M 0.08%
24,732
+820
282
$1.28M 0.08%
41,633
+28,347
283
$1.27M 0.08%
45,806
+9,033
284
$1.27M 0.08%
27,725
-1,730
285
$1.27M 0.08%
39,730
-4,248
286
$1.26M 0.08%
18,452
-29,266
287
$1.26M 0.08%
27,123
-20,074
288
$1.26M 0.08%
26,427
-3,480
289
$1.26M 0.08%
24,330
-2,769
290
$1.26M 0.08%
30,026
+28,272
291
$1.24M 0.08%
63,349
-5,307
292
$1.24M 0.08%
22,261
-1,293
293
$1.24M 0.08%
11,430
-48
294
$1.23M 0.08%
42,602
+25,735
295
$1.23M 0.07%
27,479
-12,451
296
$1.23M 0.07%
18,905
-2,704
297
$1.22M 0.07%
24,525
+2,225
298
$1.22M 0.07%
50,334
-4,451
299
$1.22M 0.07%
12,563
+11,655
300
$1.21M 0.07%
27,450
-7,724
10 11
12
13 14