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
501
$583K 0.04%
6,010
+4,945
502
$578K 0.04%
337
-53
503
$572K 0.03%
6,095
-878
504
$569K 0.03%
22,315
+9,538
505
$568K 0.03%
37,880
-10
506
$567K 0.03%
6,202
+2,269
507
$566K 0.03%
8,075
-1,485
508
$565K 0.03%
12,454
-11
509
$565K 0.03%
10,881
-5,130
510
$564K 0.03%
8,858
-1,796
511
$564K 0.03%
17,365
-24,272
512
$562K 0.03%
14,233
+1,658
513
$560K 0.03%
11,567
+791
514
$557K 0.03%
3,601
-5,123
515
$556K 0.03%
37,115
-190,545
516
$555K 0.03%
12,623
+6,318
517
$554K 0.03%
5,606
-91,041
518
$554K 0.03%
5,799
-231
519
$549K 0.03%
9,209
-4,021
520
$549K 0.03%
6,802
-462
521
$547K 0.03%
7,151
-2,441
522
$547K 0.03%
12,256
+10,644
523
$545K 0.03%
435
+45
524
$545K 0.03%
8,869
-2,697
525
$544K 0.03%
26,639
-17,285
19 20
21
22 23