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
3276
$1K ﹤0.01%
257
3277
$1K ﹤0.01%
+40
3278
$1K ﹤0.01%
153
-104
3279
$1K ﹤0.01%
519
-100
3280
$1K ﹤0.01%
+81
3281
$1K ﹤0.01%
316
-74
3282
$1K ﹤0.01%
9
3283
$1K ﹤0.01%
20
-230
3284
$1K ﹤0.01%
236
+4
3285
$1K ﹤0.01%
250
-100
3286
$1K ﹤0.01%
23
3287
$1K ﹤0.01%
6,000
-200
3288
$1K ﹤0.01%
27
3289
$1K ﹤0.01%
+27
3290
$1K ﹤0.01%
28
3291
$1K ﹤0.01%
20
-58
3292
$1K ﹤0.01%
93
-5
3293
$1K ﹤0.01%
83
-1,522
3294
$1K ﹤0.01%
+200
3295
$1K ﹤0.01%
+162
3296
$1K ﹤0.01%
1,518
-1,147
3297
$1K ﹤0.01%
25
-17,064
3298
$1K ﹤0.01%
407
+363
3299
$1K ﹤0.01%
48
-3,329
3300
$1K ﹤0.01%
+15
130 131
132
133 134