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
3176
$2K ﹤0.01%
15
-4
3177
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112
3178
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+100
3179
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3180
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+25
3181
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+1
3183
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40
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3184
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3185
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3186
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31
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3188
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250
-257
3189
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3190
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+400
3191
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1
3192
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3194
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100
-679
3195
$2K ﹤0.01%
540
-200
3196
$2K ﹤0.01%
174
+28
3197
$2K ﹤0.01%
216
3198
$2K ﹤0.01%
109
-7
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$2K ﹤0.01%
100
3200
$2K ﹤0.01%
251
+123
126 127
128
129 130