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
3026
$3K ﹤0.01%
36
3027
$3K ﹤0.01%
17
-31
3028
$3K ﹤0.01%
334
-6,180
3029
$3K ﹤0.01%
200
-1,335
3030
$3K ﹤0.01%
80
-188
3031
$3K ﹤0.01%
750
-1,450
3032
$3K ﹤0.01%
279
+34
3033
$3K ﹤0.01%
275
3034
$3K ﹤0.01%
100
+84
3035
$3K ﹤0.01%
95
3036
$3K ﹤0.01%
150
+10
3037
$3K ﹤0.01%
500
-1,150
3038
$3K ﹤0.01%
131
-23
3039
$3K ﹤0.01%
+139
3040
$3K ﹤0.01%
97
3041
$3K ﹤0.01%
46
3042
$3K ﹤0.01%
21
3043
$3K ﹤0.01%
103
-7
3044
$3K ﹤0.01%
17
+11
3045
$3K ﹤0.01%
280
3046
$3K ﹤0.01%
214
-416
3047
$3K ﹤0.01%
212
-11
3048
$3K ﹤0.01%
235
-63
3049
$3K ﹤0.01%
+102
3050
$3K ﹤0.01%
600
120 121
122
123 124