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
3001
$3K ﹤0.01%
100
3002
$3K ﹤0.01%
1,000
-400
3003
$3K ﹤0.01%
75
-200
3004
$3K ﹤0.01%
143
-29
3005
$3K ﹤0.01%
137
+67
3006
$3K ﹤0.01%
37
3007
$3K ﹤0.01%
500
3008
$3K ﹤0.01%
+300
3009
$3K ﹤0.01%
15
3010
$3K ﹤0.01%
85
-325
3011
$3K ﹤0.01%
169
+66
3012
$3K ﹤0.01%
125
3013
$3K ﹤0.01%
118
-250
3014
$3K ﹤0.01%
145
-400
3015
$3K ﹤0.01%
2
3016
$3K ﹤0.01%
10
-1,817
3017
$3K ﹤0.01%
113
-15,026
3018
$3K ﹤0.01%
110
3019
$3K ﹤0.01%
40
-133
3020
$3K ﹤0.01%
248
-131
3021
$3K ﹤0.01%
83
3022
$3K ﹤0.01%
100
-2
3023
$3K ﹤0.01%
11,050
-4,900
3024
$3K ﹤0.01%
1,498
+166
3025
$3K ﹤0.01%
28
119 120
121
122 123