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
3226
$1K ﹤0.01%
+200
3227
$1K ﹤0.01%
+162
3228
$1K ﹤0.01%
1,518
-1,147
3229
$1K ﹤0.01%
16
3230
$1K ﹤0.01%
150
3231
$1K ﹤0.01%
25
-17,064
3232
$1K ﹤0.01%
407
+363
3233
$1K ﹤0.01%
48
-3,329
3234
$1K ﹤0.01%
31
3235
$1K ﹤0.01%
63
-37
3236
$1K ﹤0.01%
100
3237
$1K ﹤0.01%
32
-154
3238
$1K ﹤0.01%
49
3239
$1K ﹤0.01%
201
3240
$1K ﹤0.01%
38
-1,430
3241
– –
-1
3242
$1K ﹤0.01%
39
-230
3243
$1K ﹤0.01%
16
-114
3244
$1K ﹤0.01%
22
3245
$1K ﹤0.01%
77
+6
3246
$1K ﹤0.01%
9
-13
3247
$1K ﹤0.01%
50
-369
3248
$1K ﹤0.01%
132
3249
$1K ﹤0.01%
250
3250
$1K ﹤0.01%
17
-105
128 129
130
131 132