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
3376
$1K ﹤0.01%
14
3377
$1K ﹤0.01%
180
-820
3378
$1K ﹤0.01%
45
+28
3379
$1K ﹤0.01%
18
3380
$1K ﹤0.01%
37
-86
3381
$1K ﹤0.01%
40
-39
3382
$1K ﹤0.01%
10
3383
$1K ﹤0.01%
61
3384
$1K ﹤0.01%
+36
3385
$1K ﹤0.01%
2
3386
$1K ﹤0.01%
77
+6
3387
$1K ﹤0.01%
9
-13
3388
$1K ﹤0.01%
31
3389
$1K ﹤0.01%
52
-126
3390
$1K ﹤0.01%
32
3391
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80
3392
$1K ﹤0.01%
29
-109
3393
$1K ﹤0.01%
700
-20,707
3394
$1K ﹤0.01%
11
-17
3395
$1K ﹤0.01%
12
-101
3396
$1K ﹤0.01%
50
-16,331
3397
$1K ﹤0.01%
50
-369
3398
$1K ﹤0.01%
132
3399
$1K ﹤0.01%
250
3400
$1K ﹤0.01%
17
-105
134 135
136
137 138