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
376
$880K 0.05%
6,684
-1,040
377
$877K 0.05%
51,781
+9,938
378
$873K 0.05%
18,677
-1,734
379
$869K 0.05%
16,594
-4,072
380
$865K 0.05%
39,667
-30,282
381
$864K 0.05%
17,262
+2,373
382
$861K 0.05%
5,282
-1,885
383
$856K 0.05%
27,671
+4,397
384
$855K 0.05%
7,988
+423
385
$855K 0.05%
37,485
-9,000
386
$851K 0.05%
31,719
-6,664
387
$851K 0.05%
29,740
-7,671
388
$849K 0.05%
17,434
-22,066
389
$844K 0.05%
27,307
-11,624
390
$842K 0.05%
21,722
-1,791
391
$833K 0.05%
11,337
-2,248
392
$826K 0.05%
19,495
-1,119
393
$823K 0.05%
37,498
+1,805
394
$821K 0.05%
24,208
+2,204
395
$820K 0.05%
32,470
-6,238
396
$817K 0.05%
23,152
-2,952
397
$816K 0.05%
5,616
-3,897
398
$814K 0.05%
8,428
-5,970
399
$809K 0.05%
11,440
+12
400
$809K 0.05%
13,763
-37,896
14 15
16
17 18