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
3201
$2K ﹤0.01%
83
-105
3202
$2K ﹤0.01%
60
3203
$1K ﹤0.01%
77
-340
3204
$1K ﹤0.01%
257
3205
$1K ﹤0.01%
+40
3206
$1K ﹤0.01%
153
-104
3207
$1K ﹤0.01%
519
-100
3208
$1K ﹤0.01%
+81
3209
$1K ﹤0.01%
316
-74
3210
$1K ﹤0.01%
9
3211
$1K ﹤0.01%
20
-230
3212
$1K ﹤0.01%
236
+4
3213
$1K ﹤0.01%
250
-100
3214
$1K ﹤0.01%
23
3215
$1K ﹤0.01%
745
3216
$1K ﹤0.01%
500
3217
$1K ﹤0.01%
3,433
-1,321
3218
$1K ﹤0.01%
6,000
-200
3219
$1K ﹤0.01%
27
3220
$1K ﹤0.01%
+27
3221
$1K ﹤0.01%
18
3222
$1K ﹤0.01%
28
3223
$1K ﹤0.01%
20
-58
3224
$1K ﹤0.01%
93
-5
3225
$1K ﹤0.01%
83
-1,522
127 128
129
130 131