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
3676
– –
-13
3677
– –
-100
3678
$0 ﹤0.01%
642
3679
– –
-200
3680
– –
-245
3681
– –
-750
3682
– –
-266
3683
– –
-10,262
3684
– –
-19,638
3685
– –
-11,450
3686
– –
-10,141
3687
– –
-226,668
3688
– –
-3,179
3689
– –
-4,517
3690
– –
-400
3691
– –
-30
3692
– –
-1,738
3693
– –
-1,694
3694
– –
-23
3695
– –
-2,174
3696
$0 ﹤0.01%
350
3697
$0 ﹤0.01%
55
3698
– –
-31,622
3699
– –
-35
3700
– –
-49
146 147
148
149 150