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
3051
$3K ﹤0.01%
37
-16
3052
$3K ﹤0.01%
168
-37
3053
$3K ﹤0.01%
85
+32
3054
$3K ﹤0.01%
300
-10,658
3055
$3K ﹤0.01%
100
3056
$3K ﹤0.01%
+500
3057
$3K ﹤0.01%
111
3058
$3K ﹤0.01%
+150
3059
$3K ﹤0.01%
477
3060
$3K ﹤0.01%
444
3061
$3K ﹤0.01%
532
3062
$3K ﹤0.01%
1,269
3063
$3K ﹤0.01%
99
-624
3064
$3K ﹤0.01%
244
-173
3065
$2K ﹤0.01%
100
3066
$2K ﹤0.01%
150
3067
$2K ﹤0.01%
12
3068
$2K ﹤0.01%
160
3069
$2K ﹤0.01%
+375
3070
$2K ﹤0.01%
2,594
+97
3071
$2K ﹤0.01%
60
+8
3072
$2K ﹤0.01%
257
+178
3073
$2K ﹤0.01%
9
3074
$2K ﹤0.01%
+50
3075
$2K ﹤0.01%
+128
121 122
123
124 125