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
3026
$3K ﹤0.01%
131
-23
3027
$3K ﹤0.01%
+139
3028
$3K ﹤0.01%
97
3029
$3K ﹤0.01%
46
3030
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12
3031
$3K ﹤0.01%
70
3032
$3K ﹤0.01%
92
-153
3033
$3K ﹤0.01%
+6,667
3034
$3K ﹤0.01%
21
3035
$3K ﹤0.01%
103
-7
3036
$3K ﹤0.01%
17
+11
3037
$3K ﹤0.01%
280
3038
$3K ﹤0.01%
214
-416
3039
$3K ﹤0.01%
212
-11
3040
$3K ﹤0.01%
235
-63
3041
$3K ﹤0.01%
+102
3042
$3K ﹤0.01%
600
3043
$3K ﹤0.01%
37
-16
3044
$3K ﹤0.01%
168
-37
3045
$3K ﹤0.01%
85
+32
3046
$3K ﹤0.01%
300
-10,658
3047
$3K ﹤0.01%
100
3048
$3K ﹤0.01%
+500
3049
$3K ﹤0.01%
111
3050
$3K ﹤0.01%
+150
120 121
122
123 124