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
3176
$2K ﹤0.01%
43
3177
$2K ﹤0.01%
12
+6
3178
$2K ﹤0.01%
100
3179
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3180
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12
3181
$2K ﹤0.01%
1,050
3182
$2K ﹤0.01%
160
3183
$2K ﹤0.01%
+375
3184
$2K ﹤0.01%
257
+178
3185
$2K ﹤0.01%
60
-4
3186
$2K ﹤0.01%
117
3187
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18
-51
3188
$2K ﹤0.01%
40
3189
$2K ﹤0.01%
+50
3190
$2K ﹤0.01%
1,000
3191
$2K ﹤0.01%
62
-22
3192
$2K ﹤0.01%
500
3193
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19
3194
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50
3195
$2K ﹤0.01%
200
3196
$2K ﹤0.01%
47
-280
3197
$2K ﹤0.01%
75
+51
3198
$2K ﹤0.01%
+40
3199
$2K ﹤0.01%
200
-480
3200
$2K ﹤0.01%
100
-50
126 127
128
129 130