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
3376
$1K ﹤0.01%
7
-61
3377
$1K ﹤0.01%
31
-85
3378
$1K ﹤0.01%
64
-62
3379
$1K ﹤0.01%
75
+39
3380
$1K ﹤0.01%
12
-41
3381
$1K ﹤0.01%
100
-1,350
3382
$1K ﹤0.01%
15
3383
$1K ﹤0.01%
150
3384
$1K ﹤0.01%
140
-1,650
3385
$1K ﹤0.01%
19
-61
3386
$1K ﹤0.01%
+100
3387
$1K ﹤0.01%
39
3388
$1K ﹤0.01%
500
3389
$1K ﹤0.01%
150
3390
$1K ﹤0.01%
100
3391
$1K ﹤0.01%
33
-671
3392
$1K ﹤0.01%
200
-1,350
3393
$1K ﹤0.01%
100
3394
$1K ﹤0.01%
66
-478
3395
$1K ﹤0.01%
37
+24
3396
$1K ﹤0.01%
115
-3,000
3397
$1K ﹤0.01%
+61
3398
$1K ﹤0.01%
184
3399
$1K ﹤0.01%
143
3400
$1K ﹤0.01%
+5
134 135
136
137 138