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
3076
$2K ﹤0.01%
+100
3077
$2K ﹤0.01%
816
3078
$2K ﹤0.01%
101
3079
$2K ﹤0.01%
301
-588
3080
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31
+25
3081
$2K ﹤0.01%
1,800
3082
$2K ﹤0.01%
139
-92
3083
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102
+1
3084
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100
3085
$2K ﹤0.01%
100
-1,059
3086
$2K ﹤0.01%
100
3087
$2K ﹤0.01%
814
3088
$2K ﹤0.01%
100
3089
$2K ﹤0.01%
+50
3090
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90
3091
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39
-31
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28
+8
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3094
$2K ﹤0.01%
121
3095
$2K ﹤0.01%
100
3096
$2K ﹤0.01%
450
3097
$2K ﹤0.01%
298
+188
3098
$2K ﹤0.01%
100
3099
$2K ﹤0.01%
9
3100
$2K ﹤0.01%
35
122 123
124
125 126