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
326
$1.1M 0.07%
7,989
-860
327
$1.09M 0.07%
10,213
-169
328
$1.09M 0.07%
8,364
+3,699
329
$1.09M 0.07%
20,242
-932
330
$1.08M 0.07%
4,189
-351
331
$1.08M 0.07%
35,471
+9,470
332
$1.08M 0.07%
6,013
-95
333
$1.08M 0.07%
35,500
+24,477
334
$1.08M 0.07%
17,450
-4,452
335
$1.08M 0.07%
12,971
-11,546
336
$1.08M 0.07%
19,198
-3,838
337
$1.07M 0.07%
39,556
+38,356
338
$1.07M 0.07%
28,088
-57,900
339
$1.07M 0.07%
19,372
+716
340
$1.07M 0.07%
22,560
-82,016
341
$1.06M 0.06%
24,145
+105
342
$1.05M 0.06%
3,837
-430
343
$1.04M 0.06%
34,626
-38,100
344
$1.03M 0.06%
61,875
-3,470
345
$1.03M 0.06%
27,660
-1,007
346
$1.03M 0.06%
6,887
-346
347
$1.01M 0.06%
36,820
+30,025
348
$1.01M 0.06%
50,195
-16,525
349
$1.01M 0.06%
25,894
-3,341
350
$1.01M 0.06%
11,840
-2,673
12 13
14
15 16