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
3426
$1K ﹤0.01%
333
3427
$1K ﹤0.01%
15
3428
$1K ﹤0.01%
140
-1,650
3429
$1K ﹤0.01%
19
-61
3430
$1K ﹤0.01%
+100
3431
$1K ﹤0.01%
39
3432
$1K ﹤0.01%
500
3433
$1K ﹤0.01%
150
3434
$1K ﹤0.01%
100
3435
$1K ﹤0.01%
75
3436
$1K ﹤0.01%
+125
3437
$1K ﹤0.01%
+50
3438
– –
-335
3439
– –
-26,512
3440
– –
-82
3441
$0 ﹤0.01%
95
3442
$0 ﹤0.01%
11
3443
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3444
$0 ﹤0.01%
2
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3445
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3446
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3447
$0 ﹤0.01%
265
-235
3448
$0 ﹤0.01%
12
3449
– –
-2,435
3450
– –
-396
136 137
138
139 140