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
3176
$2K ﹤0.01%
317
-3,972
3177
$2K ﹤0.01%
144
3178
$2K ﹤0.01%
200
3179
$2K ﹤0.01%
+635
3180
$2K ﹤0.01%
200
3181
$2K ﹤0.01%
+128
3182
$2K ﹤0.01%
100
-679
3183
$2K ﹤0.01%
31
-192
3184
$2K ﹤0.01%
+166
3185
$2K ﹤0.01%
+300
3186
$2K ﹤0.01%
540
-200
3187
$2K ﹤0.01%
55
3188
$2K ﹤0.01%
100
3189
$2K ﹤0.01%
175
-1,500
3190
$2K ﹤0.01%
25
3191
$2K ﹤0.01%
174
+28
3192
$2K ﹤0.01%
216
3193
$2K ﹤0.01%
823
+396
3194
$2K ﹤0.01%
109
-7
3195
$2K ﹤0.01%
100
3196
$2K ﹤0.01%
251
+123
3197
$2K ﹤0.01%
22
-100
3198
$2K ﹤0.01%
5,000
-5,000
3199
$2K ﹤0.01%
40
+18
3200
$2K ﹤0.01%
70
126 127
128
129 130