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
3001
$3K ﹤0.01%
277
-100
3002
$3K ﹤0.01%
248
-131
3003
$3K ﹤0.01%
83
3004
$3K ﹤0.01%
112
-71
3005
$3K ﹤0.01%
197
-4,144
3006
$3K ﹤0.01%
100
3007
$3K ﹤0.01%
246
+178
3008
$3K ﹤0.01%
100
-2
3009
$3K ﹤0.01%
200
-1,335
3010
$3K ﹤0.01%
80
-188
3011
$3K ﹤0.01%
750
-1,450
3012
$3K ﹤0.01%
279
+34
3013
$3K ﹤0.01%
275
3014
$3K ﹤0.01%
100
+84
3015
$3K ﹤0.01%
95
3016
$3K ﹤0.01%
150
+10
3017
$3K ﹤0.01%
500
-1,150
3018
$3K ﹤0.01%
131
-23
3019
$3K ﹤0.01%
+139
3020
$3K ﹤0.01%
97
3021
$3K ﹤0.01%
46
3022
$3K ﹤0.01%
12
3023
$3K ﹤0.01%
70
3024
$3K ﹤0.01%
92
-153
3025
$3K ﹤0.01%
+6,667
119 120
121
122 123