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
3901
– –
-825
3902
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-1,616
3903
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-1,641
3904
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-70
3905
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3906
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3907
$0 ﹤0.01%
10
3908
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-1,000
3909
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-79
3910
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-907
3911
$0 ﹤0.01%
14
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3912
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-276
3913
$0 ﹤0.01%
60
3914
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-14,748
3915
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-17,107
3916
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0
3917
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30
3918
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3919
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8
3920
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-13,250
3921
$0 ﹤0.01%
28
-39
3922
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3923
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3924
$0 ﹤0.01%
7
-28
3925
– –
-408
155 156
157
158 159