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
3251
$1K ﹤0.01%
+15
3252
$1K ﹤0.01%
61
-251
3253
$1K ﹤0.01%
21
3254
$1K ﹤0.01%
+250
3255
$1K ﹤0.01%
134
3256
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17
3257
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18
-84
3258
$1K ﹤0.01%
25
-72
3259
$1K ﹤0.01%
41
-8,573
3260
$1K ﹤0.01%
47
3261
$1K ﹤0.01%
55
3262
$1K ﹤0.01%
21
-29
3263
$1K ﹤0.01%
75
3264
$1K ﹤0.01%
+125
3265
$1K ﹤0.01%
+50
3266
$1K ﹤0.01%
17
-118
3267
$1K ﹤0.01%
56
-61
3268
$1K ﹤0.01%
47
3269
$1K ﹤0.01%
94
3270
$1K ﹤0.01%
24
+17
3271
$1K ﹤0.01%
147
3272
$1K ﹤0.01%
56
3273
$1K ﹤0.01%
11
-39
3274
$1K ﹤0.01%
22
-458
3275
$1K ﹤0.01%
34
129 130
131
132 133