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
3051
$3K ﹤0.01%
532
3052
$3K ﹤0.01%
1,269
3053
$3K ﹤0.01%
11,050
-4,900
3054
$3K ﹤0.01%
75
-24
3055
$3K ﹤0.01%
17
-24
3056
$3K ﹤0.01%
145
-400
3057
$3K ﹤0.01%
2
3058
$3K ﹤0.01%
10
-1,817
3059
$3K ﹤0.01%
528
-5,445
3060
$3K ﹤0.01%
112
-72
3061
$3K ﹤0.01%
300
3062
$3K ﹤0.01%
28
3063
$3K ﹤0.01%
36
3064
$3K ﹤0.01%
17
-31
3065
$2K ﹤0.01%
74
3066
$2K ﹤0.01%
+29
3067
$2K ﹤0.01%
573
3068
$2K ﹤0.01%
248
-263
3069
$2K ﹤0.01%
78
+25
3070
$2K ﹤0.01%
31
-79
3071
$2K ﹤0.01%
157
-200
3072
$2K ﹤0.01%
2,594
+97
3073
$2K ﹤0.01%
60
+8
3074
$2K ﹤0.01%
+247
3075
$2K ﹤0.01%
55
121 122
123
124 125