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
3826
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-7,535
3827
$0 ﹤0.01%
15
3828
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-7
3829
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-84
3830
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3831
$0 ﹤0.01%
+154
3832
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+167
3833
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-1,000
3834
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3835
$0 ﹤0.01%
11
-43
3836
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3837
$0 ﹤0.01%
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3838
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3839
$0 ﹤0.01%
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3840
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3841
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3842
$0 ﹤0.01%
4
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3843
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3844
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3845
$0 ﹤0.01%
3
3846
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3847
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3848
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-2,100
3849
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-1,643
3850
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-362
152 153
154
155 156