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
2976
$3K ﹤0.01%
+400
2977
$3K ﹤0.01%
113
-1,134
2978
$3K ﹤0.01%
106
+28
2979
$3K ﹤0.01%
137
+67
2980
$3K ﹤0.01%
37
2981
$3K ﹤0.01%
500
2982
$3K ﹤0.01%
100
-235
2983
$3K ﹤0.01%
51
2984
$3K ﹤0.01%
117
-152
2985
$3K ﹤0.01%
224
-3,182
2986
$3K ﹤0.01%
15
-443
2987
$3K ﹤0.01%
+300
2988
$3K ﹤0.01%
174
2989
$3K ﹤0.01%
15
2990
$3K ﹤0.01%
85
-325
2991
$3K ﹤0.01%
169
+66
2992
$3K ﹤0.01%
125
2993
$3K ﹤0.01%
244
-173
2994
$3K ﹤0.01%
118
-250
2995
$3K ﹤0.01%
51
2996
$3K ﹤0.01%
77
-429
2997
$3K ﹤0.01%
100
2998
$3K ﹤0.01%
113
-15,026
2999
$3K ﹤0.01%
110
3000
$3K ﹤0.01%
40
-133
118 119
120
121 122