IA

IFP Advisors Portfolio holdings

AUM $4.45B
1-Year Est. Return 19.36%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.36%
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%
31
-36
3227
$1K ﹤0.01%
50
-174
3228
$1K ﹤0.01%
21
-109
3229
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45
-957
3230
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37
+2
3231
$1K ﹤0.01%
25
3232
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45
3233
$1K ﹤0.01%
37
3234
$1K ﹤0.01%
100
3235
$1K ﹤0.01%
77
3236
$1K ﹤0.01%
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3237
$1K ﹤0.01%
94
-78
3238
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104
3239
$1K ﹤0.01%
25
-77
3240
$1K ﹤0.01%
24
3241
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-710
3242
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+29
3243
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3244
$1K ﹤0.01%
50
3245
$1K ﹤0.01%
34
-367
3246
$1K ﹤0.01%
74
-126
3247
$1K ﹤0.01%
333
3248
$1K ﹤0.01%
244
-326
3249
$1K ﹤0.01%
70
3250
$1K ﹤0.01%
19
128 129
130
131 132