IA

IFP Advisors Portfolio holdings

AUM $4.45B
1-Year Est. Return 19.36%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.36%
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
+$4.69M
2
+$3.65M
3
+$3.55M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$2.78M
5
SIRI icon
SiriusXM
SIRI
+$2.77M

Top Sells

1
+$36.8M
2
+$19.6M
3
+$16.5M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$16.4M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$15.7M

Sector Composition

1 Technology 6.32%
2 Financials 6.18%
3 Healthcare 5.54%
4 Consumer Discretionary 4.66%
5 Communication Services 3.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
3701
– –
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3702
$0 ﹤0.01%
25
3703
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3704
$0 ﹤0.01%
5
3705
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3706
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3707
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3708
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3709
$0 ﹤0.01%
10
3710
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3711
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-1,000
3712
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3713
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3714
$0 ﹤0.01%
3
3715
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3716
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0
3717
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3718
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3719
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3720
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-750
3721
$0 ﹤0.01%
19
+12
3722
$0 ﹤0.01%
57
3723
$0 ﹤0.01%
82
-120
3724
– –
-57
3725
– –
-300
147 148
149
150 151