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
2976
$3K ﹤0.01%
51
-70
2977
$3K ﹤0.01%
95
-1,057
2978
$3K ﹤0.01%
+400
2979
$3K ﹤0.01%
113
-1,134
2980
$3K ﹤0.01%
106
+28
2981
$3K ﹤0.01%
137
+67
2982
$3K ﹤0.01%
37
2983
$3K ﹤0.01%
500
2984
$3K ﹤0.01%
100
-235
2985
$3K ﹤0.01%
51
2986
$3K ﹤0.01%
117
-152
2987
$3K ﹤0.01%
224
-3,182
2988
$3K ﹤0.01%
15
-443
2989
$3K ﹤0.01%
+300
2990
$3K ﹤0.01%
174
2991
$3K ﹤0.01%
15
2992
$3K ﹤0.01%
85
-325
2993
$3K ﹤0.01%
169
+66
2994
$3K ﹤0.01%
125
2995
$3K ﹤0.01%
244
-173
2996
$3K ﹤0.01%
118
-250
2997
$3K ﹤0.01%
145
-400
2998
$3K ﹤0.01%
2
2999
$3K ﹤0.01%
10
-1,817
3000
$3K ﹤0.01%
528
-5,445
118 119
120
121 122