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
551
$507K 0.03%
39,741
+21,093
552
$502K 0.03%
7,355
-2,482
553
$500K 0.03%
26,592
-1,781
554
$500K 0.03%
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-403
555
$499K 0.03%
11,776
-190
556
$494K 0.03%
19,080
+18,149
557
$493K 0.03%
1,974
-1,320
558
$493K 0.03%
1,699
-198
559
$493K 0.03%
24,367
+6,235
560
$492K 0.03%
4,474
-558
561
$492K 0.03%
8,162
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562
$492K 0.03%
5,837
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563
$490K 0.03%
11,911
-4,922
564
$489K 0.03%
10,647
+9,555
565
$489K 0.03%
9,229
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566
$489K 0.03%
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567
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10,157
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568
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29,602
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569
$482K 0.03%
9,957
-14,910
570
$480K 0.03%
87,689
+76,484
571
$478K 0.03%
9,229
-731
572
$476K 0.03%
10,380
+3,274
573
$475K 0.03%
22,558
-49,297
574
$473K 0.03%
17,151
-13,131
575
$473K 0.03%
11,978
-1,080
21 22
23
24 25