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
476
$620K 0.04%
12,153
+8,970
477
$618K 0.04%
12,700
-588
478
$618K 0.04%
11,444
-493
479
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16,613
-336,034
480
$612K 0.04%
3,807
-2,913
481
$609K 0.04%
48,595
+2,895
482
$609K 0.04%
5,925
+1,381
483
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11,852
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484
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23,053
-12,120
485
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24,173
+1,663
486
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18,324
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487
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26,735
-19,959
488
$601K 0.04%
4,676
-45
489
$601K 0.04%
103,094
+96,884
490
$601K 0.04%
21,133
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3,565
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493
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23,588
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494
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15,997
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495
$594K 0.04%
31,965
-3,761
496
$593K 0.04%
6,746
-5,278
497
$590K 0.04%
14,647
+5,633
498
$590K 0.04%
13,164
-218,344
499
$583K 0.04%
3,060
+968
500
$583K 0.04%
21,543
-4,639
18 19
20
21 22