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
3351
$1K ﹤0.01%
1
3352
$1K ﹤0.01%
20
3353
$1K ﹤0.01%
49
+13
3354
$1K ﹤0.01%
99
-7
3355
$1K ﹤0.01%
50
3356
$1K ﹤0.01%
24
-16
3357
$1K ﹤0.01%
3
3358
$1K ﹤0.01%
23
3359
$1K ﹤0.01%
+400
3360
$1K ﹤0.01%
48
-143
3361
$1K ﹤0.01%
58
3362
$1K ﹤0.01%
68
-9,551
3363
$1K ﹤0.01%
55
-5,227
3364
$1K ﹤0.01%
+18
3365
$1K ﹤0.01%
8
3366
$1K ﹤0.01%
14
3367
$1K ﹤0.01%
180
-820
3368
$1K ﹤0.01%
45
+28
3369
$1K ﹤0.01%
45
3370
$1K ﹤0.01%
18
3371
$1K ﹤0.01%
37
-86
3372
$1K ﹤0.01%
40
-39
3373
$1K ﹤0.01%
10
3374
$1K ﹤0.01%
12
-100
3375
$1K ﹤0.01%
121
+100
133 134
135
136 137