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
3276
$1K ﹤0.01%
91
3277
$1K ﹤0.01%
189
-21
3278
$1K ﹤0.01%
61
3279
$1K ﹤0.01%
151
+93
3280
$1K ﹤0.01%
+64
3281
$1K ﹤0.01%
2,500
3282
$1K ﹤0.01%
60
3283
$1K ﹤0.01%
+21
3284
$1K ﹤0.01%
341
3285
$1K ﹤0.01%
30
3286
$1K ﹤0.01%
77
-340
3287
$1K ﹤0.01%
257
3288
$1K ﹤0.01%
+40
3289
$1K ﹤0.01%
153
-104
3290
$1K ﹤0.01%
519
-100
3291
$1K ﹤0.01%
+81
3292
$1K ﹤0.01%
316
-74
3293
$1K ﹤0.01%
9
3294
$1K ﹤0.01%
20
-230
3295
$1K ﹤0.01%
+27
3296
$1K ﹤0.01%
18
3297
$1K ﹤0.01%
28
3298
$1K ﹤0.01%
20
-58
3299
$1K ﹤0.01%
93
-5
3300
$1K ﹤0.01%
83
-1,522
130 131
132
133 134