IA

IFP Advisors Portfolio holdings

AUM $4.82B
1-Year Est. Return 20.25%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.25%
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
3126
$2K ﹤0.01%
+40
3127
$2K ﹤0.01%
200
-480
3128
$2K ﹤0.01%
100
-50
3129
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204
3130
$2K ﹤0.01%
60
+10
3131
$2K ﹤0.01%
294
3132
– –
0
3133
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85
3134
$2K ﹤0.01%
40
-60
3135
$2K ﹤0.01%
1
-2
3136
$2K ﹤0.01%
83
-105
3137
$2K ﹤0.01%
60
3138
$2K ﹤0.01%
74
3139
$2K ﹤0.01%
300
-1,837
3140
$2K ﹤0.01%
175
3141
$2K ﹤0.01%
40
-4,657
3142
$2K ﹤0.01%
80
-163
3143
$2K ﹤0.01%
68
-66
3144
$2K ﹤0.01%
100
3145
$2K ﹤0.01%
+39
3146
$2K ﹤0.01%
+29
3147
$2K ﹤0.01%
573
3148
$2K ﹤0.01%
248
-263
3149
$2K ﹤0.01%
78
+25
3150
$2K ﹤0.01%
80
-164
124 125
126
127 128