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
3026
$3K ﹤0.01%
21
3027
$3K ﹤0.01%
103
-7
3028
$3K ﹤0.01%
17
+11
3029
$3K ﹤0.01%
280
3030
$3K ﹤0.01%
214
-416
3031
$3K ﹤0.01%
212
-11
3032
$3K ﹤0.01%
235
-63
3033
$3K ﹤0.01%
+102
3034
$3K ﹤0.01%
600
3035
$3K ﹤0.01%
37
-16
3036
$3K ﹤0.01%
168
-37
3037
$3K ﹤0.01%
85
+32
3038
$3K ﹤0.01%
300
-10,658
3039
$3K ﹤0.01%
100
3040
$3K ﹤0.01%
+500
3041
$3K ﹤0.01%
111
3042
$3K ﹤0.01%
+150
3043
$3K ﹤0.01%
50
-442
3044
$3K ﹤0.01%
444
3045
$3K ﹤0.01%
99
-624
3046
$3K ﹤0.01%
1,498
+166
3047
$3K ﹤0.01%
334
-6,180
3048
$3K ﹤0.01%
276
-498
3049
$3K ﹤0.01%
1,312
+17
3050
$3K ﹤0.01%
477
120 121
122
123 124