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
3326
$1K ﹤0.01%
146
-92
3327
$1K ﹤0.01%
83
-5,800
3328
$1K ﹤0.01%
15
-80
3329
$1K ﹤0.01%
17
3330
$1K ﹤0.01%
100
-1,350
3331
$1K ﹤0.01%
15
3332
$1K ﹤0.01%
150
3333
$1K ﹤0.01%
19
-61
3334
$1K ﹤0.01%
+100
3335
$1K ﹤0.01%
39
3336
$1K ﹤0.01%
37
+24
3337
$1K ﹤0.01%
+61
3338
$1K ﹤0.01%
184
3339
$1K ﹤0.01%
143
3340
$1K ﹤0.01%
32
+30
3341
$1K ﹤0.01%
1,500
3342
$1K ﹤0.01%
22
-458
3343
$1K ﹤0.01%
+16
3344
$1K ﹤0.01%
+76
3345
$1K ﹤0.01%
68
+29
3346
$1K ﹤0.01%
10
-20
3347
$1K ﹤0.01%
59
-76
3348
$1K ﹤0.01%
577
-643
3349
$1K ﹤0.01%
+48
3350
$1K ﹤0.01%
77
-340
132 133
134
135 136