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
3301
$1K ﹤0.01%
+200
3302
$1K ﹤0.01%
+162
3303
$1K ﹤0.01%
1,518
-1,147
3304
$1K ﹤0.01%
16
3305
$1K ﹤0.01%
150
3306
$1K ﹤0.01%
25
-17,064
3307
$1K ﹤0.01%
407
+363
3308
$1K ﹤0.01%
48
-3,329
3309
$1K ﹤0.01%
50
3310
$1K ﹤0.01%
+48
3311
$1K ﹤0.01%
41
-8,573
3312
$1K ﹤0.01%
47
3313
$1K ﹤0.01%
55
3314
$1K ﹤0.01%
21
-29
3315
$1K ﹤0.01%
+53
3316
$1K ﹤0.01%
216
+8
3317
$1K ﹤0.01%
744
-27,971
3318
$1K ﹤0.01%
45
-281
3319
$1K ﹤0.01%
370
-805
3320
$1K ﹤0.01%
7
-61
3321
$1K ﹤0.01%
31
-85
3322
$1K ﹤0.01%
64
-62
3323
$1K ﹤0.01%
75
+39
3324
$1K ﹤0.01%
150
3325
$1K ﹤0.01%
236
+4
131 132
133
134 135