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
4026
– –
-1,622
4027
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-12
4028
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-625
4029
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-118
4030
$0 ﹤0.01%
+1
4031
– –
-587
4032
$0 ﹤0.01%
90
-6,357
4033
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-131
4034
$0 ﹤0.01%
10
4035
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-1,000
4036
– –
-79
4037
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-907
4038
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-677
4039
– –
-276
4040
$0 ﹤0.01%
60
4041
– –
-14,748
4042
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-17,107
4043
– –
-17
4044
– –
-190
4045
$0 ﹤0.01%
14
-104
4046
– –
-12
4047
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4048
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-98
4049
– –
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4050
$0 ﹤0.01%
13
-100
160 161
162
163 164