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
451
$683K 0.04%
11,178
-5,600
452
$681K 0.04%
24,005
+1,479
453
$679K 0.04%
25,224
+94
454
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4,972
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455
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4,314
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456
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23,720
-3,000
457
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20,555
-3,614
458
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16,614
-11,614
459
$663K 0.04%
11,114
-310
460
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4,015
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461
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11,011
-8,741
462
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12,981
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463
$651K 0.04%
11,315
-4,394
464
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466
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467
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49,854
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468
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469
$643K 0.04%
12,365
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470
$642K 0.04%
20,720
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471
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10,659
-1,021
472
$626K 0.04%
40,925
-8,230
473
$624K 0.04%
44,750
-28,020
474
$622K 0.04%
46,381
-10,392
475
$620K 0.04%
4,973
-645
17 18
19
20 21