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
3426
$1K ﹤0.01%
2,417
3427
$1K ﹤0.01%
91
3428
$1K ﹤0.01%
189
-21
3429
$1K ﹤0.01%
61
3430
$1K ﹤0.01%
151
+93
3431
$1K ﹤0.01%
+64
3432
$1K ﹤0.01%
2,500
3433
$1K ﹤0.01%
60
3434
$1K ﹤0.01%
+21
3435
$1K ﹤0.01%
341
3436
$1K ﹤0.01%
+48
3437
$1K ﹤0.01%
30
3438
– –
-450
3439
$0 ﹤0.01%
26
-200
3440
– –
-430
3441
– –
-5
3442
$0 ﹤0.01%
19
+12
3443
$0 ﹤0.01%
21
3444
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3445
– –
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3446
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3447
– –
-2
3448
– –
-633
3449
– –
-5,248
3450
– –
-82
136 137
138
139 140