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
3701
– –
-7,529
3702
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-150
3703
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-865
3704
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-1,815
3705
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3706
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-6,648
3707
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-1,397
3708
$0 ﹤0.01%
1
3709
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-250
3710
$0 ﹤0.01%
+10
3711
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0
3712
$0 ﹤0.01%
10
3713
$0 ﹤0.01%
2
-169
3714
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-1,534
3715
$0 ﹤0.01%
3
3716
$0 ﹤0.01%
5
3717
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-50
3718
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-150
3719
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3720
$0 ﹤0.01%
12
-86
3721
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-1,250
3722
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-1
3723
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-1
3724
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-1,440
3725
– –
-100
147 148
149
150 151