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
3101
$2K ﹤0.01%
+69
3102
$2K ﹤0.01%
103
-2,896
3103
$2K ﹤0.01%
130
+36
3104
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36
-7
3105
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+88
3106
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118
-270
3107
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+65
3108
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65
-250
3109
$2K ﹤0.01%
112
-933
3110
$2K ﹤0.01%
548
-500
3111
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222
-985
3112
$2K ﹤0.01%
204
3113
$2K ﹤0.01%
60
+10
3114
$2K ﹤0.01%
294
3115
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2
3116
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85
3117
$2K ﹤0.01%
40
-60
3118
$2K ﹤0.01%
1
-2
3119
$2K ﹤0.01%
300
-1,837
3120
$2K ﹤0.01%
175
3121
$2K ﹤0.01%
40
-4,657
3122
$2K ﹤0.01%
80
-163
3123
$2K ﹤0.01%
68
-66
3124
$2K ﹤0.01%
100
3125
$2K ﹤0.01%
+39
123 124
125
126 127