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
3301
$1K ﹤0.01%
5
-37
3302
$1K ﹤0.01%
8
-59
3303
$1K ﹤0.01%
+36
3304
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+250
3305
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200
-1,350
3306
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100
3307
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69
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3308
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115
-3,000
3309
$1K ﹤0.01%
50
3310
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48
-404
3311
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+26
3312
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201
3313
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38
-1,430
3314
– –
-1
3315
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39
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3316
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3317
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90
-4,961
3318
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24
-16
3319
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3
3320
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23
3321
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45
3322
$1K ﹤0.01%
12
-100
3323
$1K ﹤0.01%
121
+100
3324
$1K ﹤0.01%
20
3325
$1K ﹤0.01%
500
131 132
133
134 135