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
3126
$2K ﹤0.01%
139
-92
3127
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90
3128
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39
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60
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28
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3131
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3132
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3133
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100
3134
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450
3135
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298
+188
3136
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3137
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35
3138
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103
-2,896
3139
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118
-270
3140
$2K ﹤0.01%
+65
3141
$2K ﹤0.01%
65
-250
3142
$2K ﹤0.01%
112
-933
3143
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548
-500
3144
$2K ﹤0.01%
222
-985
3145
$2K ﹤0.01%
50
3146
$2K ﹤0.01%
200
3147
$2K ﹤0.01%
47
-280
3148
$2K ﹤0.01%
75
+51
3149
$2K ﹤0.01%
+40
3150
$2K ﹤0.01%
200
-480
124 125
126
127 128