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
426
$738K 0.05%
11,315
-58
427
$737K 0.04%
6,533
428
$734K 0.04%
3,064
-484
429
$733K 0.04%
16,134
-7,283
430
$732K 0.04%
9,800
-1,263
431
$732K 0.04%
7,216
-17
432
$731K 0.04%
33,464
-4,777
433
$730K 0.04%
9,800
+448
434
$729K 0.04%
46,684
-70,191
435
$725K 0.04%
75,192
+73,212
436
$722K 0.04%
20,625
+4,423
437
$721K 0.04%
15,346
438
$717K 0.04%
10,573
-652
439
$717K 0.04%
18,035
-3,191
440
$714K 0.04%
27,251
-4,145
441
$712K 0.04%
45,214
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442
$705K 0.04%
6,605
+6,337
443
$704K 0.04%
15,091
-541
444
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10,147
-4,907
445
$699K 0.04%
42,916
-17,858
446
$697K 0.04%
13,954
+13,727
447
$693K 0.04%
33,660
-4,296
448
$693K 0.04%
15,488
-25,876
449
$688K 0.04%
28,280
+3,382
450
$684K 0.04%
18,151
+1,543
16 17
18
19 20