IA

IFP Advisors Portfolio holdings

AUM $3.88B
1-Year Est. Return 17.67%
This Quarter Est. Return
1 Year Est. Return
+17.67%
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
+$4.68M
2
+$3.55M
3
+$3.37M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$2.77M
5
SIRI icon
SiriusXM
SIRI
+$2.61M

Top Sells

1
+$33.7M
2
+$19.8M
3
+$15.4M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$15.4M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$14.7M

Sector Composition

1 Technology 6.32%
2 Financials 6.17%
3 Healthcare 5.54%
4 Consumer Discretionary 4.66%
5 Communication Services 3.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
3326
$1K ﹤0.01%
58
3327
$1K ﹤0.01%
68
-9,551
3328
$1K ﹤0.01%
55
-5,227
3329
$1K ﹤0.01%
+18
3330
$1K ﹤0.01%
8
3331
$1K ﹤0.01%
180
-820
3332
$1K ﹤0.01%
45
+28
3333
$1K ﹤0.01%
45
3334
$1K ﹤0.01%
18
3335
$1K ﹤0.01%
37
-86
3336
$1K ﹤0.01%
40
-39
3337
$1K ﹤0.01%
10
3338
$1K ﹤0.01%
12
-100
3339
$1K ﹤0.01%
121
+100
3340
$1K ﹤0.01%
61
3341
$1K ﹤0.01%
+36
3342
$1K ﹤0.01%
2
3343
$1K ﹤0.01%
20
3344
$1K ﹤0.01%
52
-126
3345
$1K ﹤0.01%
32
3346
$1K ﹤0.01%
80
3347
$1K ﹤0.01%
29
-109
3348
$1K ﹤0.01%
500
3349
$1K ﹤0.01%
146
-92
3350
$1K ﹤0.01%
83
-5,800
132 133
134
135 136