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
3801
– –
-375
3802
– –
-12
3803
– –
-326
3804
– –
0
3805
– –
-6,000
3806
– –
-3,065
3807
– –
-8
3808
– –
-164
3809
$0 ﹤0.01%
2
3810
– –
-4,419
3811
– –
0
3812
– –
-138
3813
– –
-945
3814
– –
-75
3815
– –
-1,673
3816
– –
-2,000
3817
$0 ﹤0.01%
48
-100
3818
– –
-600
3819
– –
-686
3820
– –
-5
3821
$0 ﹤0.01%
1
3822
– –
-14
3823
$0 ﹤0.01%
16
-37
3824
$0 ﹤0.01%
140
3825
– –
-125
151 152
153
154 155