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
3351
$1K ﹤0.01%
745
3352
$1K ﹤0.01%
500
3353
$1K ﹤0.01%
3,433
-1,321
3354
$1K ﹤0.01%
18
3355
$1K ﹤0.01%
16
3356
$1K ﹤0.01%
150
3357
$1K ﹤0.01%
15
-89
3358
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16
-114
3359
$1K ﹤0.01%
22
3360
$1K ﹤0.01%
44
-25
3361
$1K ﹤0.01%
24
-86
3362
$1K ﹤0.01%
25
3363
$1K ﹤0.01%
36
+21
3364
$1K ﹤0.01%
1
3365
$1K ﹤0.01%
20
3366
$1K ﹤0.01%
49
+13
3367
$1K ﹤0.01%
99
-7
3368
$1K ﹤0.01%
50
3369
$1K ﹤0.01%
+400
3370
$1K ﹤0.01%
48
-143
3371
$1K ﹤0.01%
58
3372
$1K ﹤0.01%
68
-9,551
3373
$1K ﹤0.01%
55
-5,227
3374
$1K ﹤0.01%
+18
3375
$1K ﹤0.01%
8
133 134
135
136 137