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
3401
$1K ﹤0.01%
57
3402
$1K ﹤0.01%
50
3403
$1K ﹤0.01%
+84
3404
$1K ﹤0.01%
231
3405
$1K ﹤0.01%
32
+30
3406
$1K ﹤0.01%
825
-1,000
3407
$1K ﹤0.01%
1,500
3408
$1K ﹤0.01%
50
-174
3409
$1K ﹤0.01%
21
-109
3410
$1K ﹤0.01%
45
-957
3411
$1K ﹤0.01%
37
+2
3412
$1K ﹤0.01%
50
3413
$1K ﹤0.01%
74
-126
3414
$1K ﹤0.01%
333
3415
$1K ﹤0.01%
244
-326
3416
$1K ﹤0.01%
+16
3417
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70
3418
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19
3419
$1K ﹤0.01%
68
+29
3420
$1K ﹤0.01%
59
-76
3421
$1K ﹤0.01%
577
-643
3422
$1K ﹤0.01%
30
-6,764
3423
$1K ﹤0.01%
45
3424
$1K ﹤0.01%
+135
3425
$1K ﹤0.01%
+31
135 136
137
138 139