IA

IFP Advisors Portfolio holdings

AUM $4.45B
1-Year Est. Return 19.36%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.36%
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
2976
$3K ﹤0.01%
100
2977
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277
-100
2978
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113
-72
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197
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2980
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2981
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246
+178
2982
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2983
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2984
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2985
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+6,667
2986
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50
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2987
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276
-498
2988
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1,312
+17
2989
$3K ﹤0.01%
75
-24
2990
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17
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191
-8
2993
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143
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2994
$3K ﹤0.01%
+46
2995
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80
-18
2996
$3K ﹤0.01%
302
2997
$3K ﹤0.01%
200
2998
$3K ﹤0.01%
180
-820
2999
$3K ﹤0.01%
37
3000
$3K ﹤0.01%
+201
118 119
120
121 122