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
3151
$2K ﹤0.01%
144
3152
$2K ﹤0.01%
200
3153
$2K ﹤0.01%
+635
3154
$2K ﹤0.01%
200
3155
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+128
3156
$2K ﹤0.01%
100
-679
3157
$2K ﹤0.01%
31
-192
3158
$2K ﹤0.01%
+166
3159
$2K ﹤0.01%
+300
3160
$2K ﹤0.01%
540
-200
3161
$2K ﹤0.01%
55
3162
$2K ﹤0.01%
100
3163
$2K ﹤0.01%
175
-1,500
3164
$2K ﹤0.01%
25
3165
$2K ﹤0.01%
174
+28
3166
$2K ﹤0.01%
216
3167
$2K ﹤0.01%
823
+396
3168
$2K ﹤0.01%
109
-7
3169
$2K ﹤0.01%
100
3170
$2K ﹤0.01%
251
+123
3171
$2K ﹤0.01%
22
-100
3172
$2K ﹤0.01%
49
-83
3173
$2K ﹤0.01%
5,000
-5,000
3174
$2K ﹤0.01%
40
+18
3175
$2K ﹤0.01%
70
125 126
127
128 129