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
3126
$2K ﹤0.01%
80
-164
3127
$2K ﹤0.01%
40
3128
$2K ﹤0.01%
+95
3129
$2K ﹤0.01%
100
3130
$2K ﹤0.01%
3,750
3131
$2K ﹤0.01%
205
-223
3132
$2K ﹤0.01%
15
-4
3133
$2K ﹤0.01%
112
3134
$2K ﹤0.01%
+100
3135
$2K ﹤0.01%
174
3136
$2K ﹤0.01%
+25
3137
$2K ﹤0.01%
31
3138
$2K ﹤0.01%
+1
3139
$2K ﹤0.01%
40
-200
3140
$2K ﹤0.01%
+45
3141
$2K ﹤0.01%
+68
3142
$2K ﹤0.01%
74
3143
$2K ﹤0.01%
250
-257
3144
$2K ﹤0.01%
150
3145
$2K ﹤0.01%
50
3146
$2K ﹤0.01%
230
3147
$2K ﹤0.01%
+400
3148
$2K ﹤0.01%
100
3149
$2K ﹤0.01%
1
3150
$2K ﹤0.01%
317
-3,972
124 125
126
127 128