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
3201
$2K ﹤0.01%
43
3202
$2K ﹤0.01%
12
+6
3203
$1K ﹤0.01%
17
-118
3204
$1K ﹤0.01%
56
-61
3205
$1K ﹤0.01%
33
-671
3206
$1K ﹤0.01%
37
+24
3207
$1K ﹤0.01%
+61
3208
$1K ﹤0.01%
184
3209
$1K ﹤0.01%
143
3210
$1K ﹤0.01%
+5
3211
$1K ﹤0.01%
57
3212
$1K ﹤0.01%
47
3213
$1K ﹤0.01%
94
3214
$1K ﹤0.01%
24
+17
3215
$1K ﹤0.01%
147
3216
$1K ﹤0.01%
56
3217
$1K ﹤0.01%
11
-39
3218
$1K ﹤0.01%
50
3219
$1K ﹤0.01%
+84
3220
$1K ﹤0.01%
231
3221
$1K ﹤0.01%
32
+30
3222
$1K ﹤0.01%
825
-1,000
3223
$1K ﹤0.01%
1,500
3224
$1K ﹤0.01%
22
-458
3225
$1K ﹤0.01%
34
127 128
129
130 131