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
3326
$1K ﹤0.01%
250
-100
3327
$1K ﹤0.01%
23
3328
$1K ﹤0.01%
745
3329
$1K ﹤0.01%
500
3330
$1K ﹤0.01%
3,433
-1,321
3331
$1K ﹤0.01%
6,000
-200
3332
$1K ﹤0.01%
27
3333
$1K ﹤0.01%
200
-1,350
3334
$1K ﹤0.01%
100
3335
$1K ﹤0.01%
69
-500
3336
$1K ﹤0.01%
115
-3,000
3337
$1K ﹤0.01%
15
-89
3338
$1K ﹤0.01%
+26
3339
$1K ﹤0.01%
201
3340
$1K ﹤0.01%
38
-1,430
3341
– –
-1
3342
$1K ﹤0.01%
39
-230
3343
$1K ﹤0.01%
16
-114
3344
$1K ﹤0.01%
22
3345
$1K ﹤0.01%
44
-25
3346
$1K ﹤0.01%
24
-86
3347
$1K ﹤0.01%
1
3348
$1K ﹤0.01%
90
-4,961
3349
$1K ﹤0.01%
25
3350
$1K ﹤0.01%
36
+21
132 133
134
135 136