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
526
$541K 0.03%
4,273
+449
527
$539K 0.03%
7,449
+827
528
$538K 0.03%
18,082
-4,752
529
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11,536
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530
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14,407
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531
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4,662
+1,542
532
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31,015
-2,011
533
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34,270
-1,350
534
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8,816
-4,626
535
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9,973
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536
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25,953
-114
537
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29,581
-17,091
538
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-282
539
$524K 0.03%
10,312
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540
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15,385
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541
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12,672
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12,794
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543
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5,654
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544
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4,354
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545
$514K 0.03%
19,454
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546
$513K 0.03%
25,862
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547
$512K 0.03%
18,589
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548
$511K 0.03%
14,401
+1,474
549
$508K 0.03%
20,546
-2,807
550
$508K 0.03%
15,987
+1,199
20 21
22
23 24