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
3276
$1K ﹤0.01%
+150
3277
$1K ﹤0.01%
+166
3278
$1K ﹤0.01%
+10
3279
$1K ﹤0.01%
11
-14
3280
$1K ﹤0.01%
37
3281
$1K ﹤0.01%
31
-36
3282
$1K ﹤0.01%
25
3283
$1K ﹤0.01%
45
3284
$1K ﹤0.01%
37
3285
$1K ﹤0.01%
100
3286
$1K ﹤0.01%
77
3287
$1K ﹤0.01%
80
3288
$1K ﹤0.01%
94
-78
3289
$1K ﹤0.01%
104
3290
$1K ﹤0.01%
25
-77
3291
$1K ﹤0.01%
24
3292
$1K ﹤0.01%
204
-710
3293
$1K ﹤0.01%
+29
3294
$1K ﹤0.01%
34
-367
3295
$1K ﹤0.01%
+76
3296
$1K ﹤0.01%
440
3297
$1K ﹤0.01%
26
3298
$1K ﹤0.01%
100
-1,000
3299
$1K ﹤0.01%
866
-38
3300
$1K ﹤0.01%
22
-741
130 131
132
133 134