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
3401
$1K ﹤0.01%
61
-251
3402
$1K ﹤0.01%
+180
3403
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32
-68
3404
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20
+18
3405
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63
-37
3406
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100
3407
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32
-154
3408
$1K ﹤0.01%
78
-253
3409
$1K ﹤0.01%
9
-45
3410
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23
-23
3411
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61
+30
3412
$1K ﹤0.01%
300
-250
3413
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18
-50
3414
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48
3415
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3416
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134
3417
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18
-84
3418
$1K ﹤0.01%
25
-72
3419
$1K ﹤0.01%
41
-8,573
3420
$1K ﹤0.01%
47
3421
$1K ﹤0.01%
55
3422
$1K ﹤0.01%
21
-29
3423
$1K ﹤0.01%
+53
3424
$1K ﹤0.01%
216
+8
3425
$1K ﹤0.01%
744
-27,971
135 136
137
138 139