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
3226
$1K ﹤0.01%
+150
3227
$1K ﹤0.01%
+166
3228
$1K ﹤0.01%
+10
3229
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11
-14
3230
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37
3231
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31
-36
3232
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50
-174
3233
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21
-109
3234
$1K ﹤0.01%
45
-957
3235
$1K ﹤0.01%
37
+2
3236
$1K ﹤0.01%
25
3237
$1K ﹤0.01%
45
3238
$1K ﹤0.01%
37
3239
$1K ﹤0.01%
100
3240
$1K ﹤0.01%
77
3241
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80
3242
$1K ﹤0.01%
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-78
3243
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104
3244
$1K ﹤0.01%
25
-77
3245
$1K ﹤0.01%
24
3246
$1K ﹤0.01%
204
-710
3247
$1K ﹤0.01%
+29
3248
$1K ﹤0.01%
49
3249
$1K ﹤0.01%
50
3250
$1K ﹤0.01%
34
-367
128 129
130
131 132