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
3251
$1K ﹤0.01%
74
-126
3252
$1K ﹤0.01%
244
-326
3253
$1K ﹤0.01%
+16
3254
$1K ﹤0.01%
70
3255
$1K ﹤0.01%
19
3256
$1K ﹤0.01%
+76
3257
$1K ﹤0.01%
68
+29
3258
$1K ﹤0.01%
440
3259
$1K ﹤0.01%
26
3260
$1K ﹤0.01%
100
-1,000
3261
$1K ﹤0.01%
866
-38
3262
$1K ﹤0.01%
22
-741
3263
$1K ﹤0.01%
92
3264
$1K ﹤0.01%
136
+36
3265
$1K ﹤0.01%
+200
3266
$1K ﹤0.01%
10
3267
$1K ﹤0.01%
10
-20
3268
$1K ﹤0.01%
59
-76
3269
$1K ﹤0.01%
577
-643
3270
$1K ﹤0.01%
200
3271
$1K ﹤0.01%
30
-6,764
3272
$1K ﹤0.01%
45
3273
$1K ﹤0.01%
+135
3274
$1K ﹤0.01%
+31
3275
$1K ﹤0.01%
2,417
129 130
131
132 133