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
3451
– –
-87
3452
– –
-1,829
3453
– –
-150
3454
– –
-5,000
3455
$0 ﹤0.01%
13
3456
$0 ﹤0.01%
7
3457
$0 ﹤0.01%
3
-36
3458
– –
-1,298
3459
– –
-100
3460
– –
-8,920
3461
– –
-60
3462
– –
-2
3463
– –
-187
3464
– –
-2,219
3465
$0 ﹤0.01%
2
3466
– –
-93
3467
– –
0
3468
– –
-137
3469
– –
-240
3470
– –
-610
3471
– –
-73
3472
– –
-1,500
3473
$0 ﹤0.01%
100
-1,500
3474
– –
0
3475
$0 ﹤0.01%
11
137 138
139
140 141