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
301
$1.21M 0.07%
18,239
-5,016
302
$1.2M 0.07%
23,174
-3,056
303
$1.2M 0.07%
7,545
-1,084
304
$1.2M 0.07%
26,410
+3,497
305
$1.19M 0.07%
14,721
-112,505
306
$1.19M 0.07%
48,523
+9,484
307
$1.18M 0.07%
14,819
-349
308
$1.18M 0.07%
14,593
+3,272
309
$1.18M 0.07%
11,901
+487
310
$1.15M 0.07%
46,271
-232
311
$1.14M 0.07%
7,729
-757
312
$1.14M 0.07%
21,799
+5
313
$1.14M 0.07%
133,912
+24,080
314
$1.14M 0.07%
25,881
+3,861
315
$1.13M 0.07%
17,825
+564
316
$1.13M 0.07%
21,713
-15,786
317
$1.13M 0.07%
14,999
-696
318
$1.12M 0.07%
10,501
-2,792
319
$1.12M 0.07%
2,877
+937
320
$1.11M 0.07%
18,346
-3,331
321
$1.11M 0.07%
7,231
-1,826
322
$1.1M 0.07%
44,193
+1,617
323
$1.1M 0.07%
29,071
+13,838
324
$1.1M 0.07%
11,129
-573
325
$1.1M 0.07%
33,462
+4,632
11 12
13
14 15