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
351
$994K 0.06%
15,311
+990
352
$991K 0.06%
5,964
-363
353
$991K 0.06%
24,390
+9,284
354
$985K 0.06%
31,179
+20,119
355
$982K 0.06%
24,437
-206
356
$981K 0.06%
4,396
-3,009
357
$976K 0.06%
12,776
+532
358
$973K 0.06%
23,153
-1,299
359
$972K 0.06%
23,865
+21,891
360
$961K 0.06%
37,314
+27,394
361
$951K 0.06%
8,398
-1,866
362
$948K 0.06%
45,142
-10,091
363
$945K 0.06%
4,361
+1,233
364
$943K 0.06%
8,374
+6,630
365
$931K 0.06%
36,020
-950
366
$928K 0.06%
28,115
+2,226
367
$915K 0.06%
36,663
-7,973
368
$914K 0.06%
7,524
-1,219
369
$911K 0.06%
15,941
+2,795
370
$904K 0.06%
21,221
-6,908
371
$899K 0.05%
8,537
+655
372
$895K 0.05%
13,650
-18,256
373
$891K 0.05%
44,773
-3,011
374
$891K 0.05%
14,939
+10,682
375
$887K 0.05%
15,236
-8,909
13 14
15
16 17