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
3801
$0 ﹤0.01%
9
-152
3802
$0 ﹤0.01%
60
3803
$0 ﹤0.01%
7
-88
3804
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-1,120
3805
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3806
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3807
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16
3808
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9
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3809
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3810
$0 ﹤0.01%
2
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3811
$0 ﹤0.01%
633
3812
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122
3813
$0 ﹤0.01%
6
3814
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3815
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3816
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3817
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-1,403
3818
$0 ﹤0.01%
5
3819
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3820
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3821
$0 ﹤0.01%
89
-310
3822
$0 ﹤0.01%
+15
3823
– –
-400
3824
– –
-16
3825
– –
-259
151 152
153
154 155