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
3351
$1K ﹤0.01%
700
-20,707
3352
$1K ﹤0.01%
11
-17
3353
$1K ﹤0.01%
12
-101
3354
$1K ﹤0.01%
50
-16,331
3355
$1K ﹤0.01%
50
3356
$1K ﹤0.01%
48
-404
3357
$1K ﹤0.01%
15
-80
3358
$1K ﹤0.01%
+180
3359
$1K ﹤0.01%
32
-68
3360
$1K ﹤0.01%
20
+18
3361
$1K ﹤0.01%
78
-253
3362
$1K ﹤0.01%
9
-45
3363
$1K ﹤0.01%
23
-23
3364
$1K ﹤0.01%
61
+30
3365
$1K ﹤0.01%
300
-250
3366
$1K ﹤0.01%
18
-50
3367
$1K ﹤0.01%
48
3368
$1K ﹤0.01%
5
-37
3369
$1K ﹤0.01%
8
-59
3370
$1K ﹤0.01%
+36
3371
$1K ﹤0.01%
+53
3372
$1K ﹤0.01%
216
+8
3373
$1K ﹤0.01%
744
-27,971
3374
$1K ﹤0.01%
45
-281
3375
$1K ﹤0.01%
370
-805
133 134
135
136 137