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
401
$808K 0.05%
52,554
-4,744
402
$804K 0.05%
5,411
-15,585
403
$804K 0.05%
17,059
-10,851
404
$803K 0.05%
26,025
-1,071
405
$796K 0.05%
66,964
-1,451
406
$796K 0.05%
14,248
-1,016
407
$792K 0.05%
26,415
408
$791K 0.05%
41,649
-10,602
409
$790K 0.05%
24,189
+9,215
410
$786K 0.05%
10,908
+2,044
411
$783K 0.05%
22,643
-31
412
$783K 0.05%
62,504
+6,687
413
$774K 0.05%
8,577
-444
414
$771K 0.05%
16,156
+94
415
$771K 0.05%
12,374
-5,297
416
$769K 0.05%
37,203
+7,516
417
$769K 0.05%
10,331
+6,878
418
$767K 0.05%
26,209
+2,440
419
$762K 0.05%
52,871
-33,020
420
$758K 0.05%
13,400
-1,380
421
$753K 0.05%
13,325
-7,472
422
$748K 0.05%
3,089
-4,281
423
$748K 0.05%
11,561
-1,464
424
$741K 0.05%
56,956
-2,760
425
$739K 0.05%
18,487
+151
15 16
17
18 19