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
3101
$2K ﹤0.01%
144
3102
$2K ﹤0.01%
200
3103
$2K ﹤0.01%
31
-192
3104
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+166
3105
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+300
3106
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55
3107
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100
3108
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25
3109
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175
-1,500
3110
$2K ﹤0.01%
823
+396
3111
$2K ﹤0.01%
5,000
-5,000
3112
$2K ﹤0.01%
40
+18
3113
$2K ﹤0.01%
1,050
3114
$2K ﹤0.01%
55
3115
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117
3116
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18
-51
3117
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40
3118
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1,000
3119
$2K ﹤0.01%
62
-22
3120
$2K ﹤0.01%
500
3121
$2K ﹤0.01%
19
3122
$2K ﹤0.01%
+100
3123
$2K ﹤0.01%
101
3124
$2K ﹤0.01%
301
-588
3125
$2K ﹤0.01%
31
+25
123 124
125
126 127