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
3076
$2K ﹤0.01%
+247
3077
$2K ﹤0.01%
816
3078
$2K ﹤0.01%
1,800
3079
$2K ﹤0.01%
102
+1
3080
$2K ﹤0.01%
100
3081
$2K ﹤0.01%
100
-1,059
3082
$2K ﹤0.01%
100
3083
$2K ﹤0.01%
814
3084
$2K ﹤0.01%
100
3085
$2K ﹤0.01%
+50
3086
$2K ﹤0.01%
+69
3087
$2K ﹤0.01%
130
+36
3088
$2K ﹤0.01%
36
-7
3089
$2K ﹤0.01%
+88
3090
$2K ﹤0.01%
60
3091
$2K ﹤0.01%
74
3092
$2K ﹤0.01%
40
-4,657
3093
$2K ﹤0.01%
80
-163
3094
$2K ﹤0.01%
68
-66
3095
$2K ﹤0.01%
248
-263
3096
$2K ﹤0.01%
74
3097
$2K ﹤0.01%
50
3098
$2K ﹤0.01%
230
3099
$2K ﹤0.01%
100
3100
$2K ﹤0.01%
317
-3,972
122 123
124
125 126