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
576
$472K 0.03%
4,998
-917
577
$472K 0.03%
5,792
+5,655
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$472K 0.03%
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4,937
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581
$469K 0.03%
9,514
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582
$468K 0.03%
6,012
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583
$467K 0.03%
9,737
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584
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554
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585
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9,129
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586
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2,292
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587
$457K 0.03%
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-107
588
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5,180
-1,317
589
$453K 0.03%
14,990
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590
$452K 0.03%
6,140
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592
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2,416
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593
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$449K 0.03%
8,276
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595
$448K 0.03%
23,330
-56,398
596
$446K 0.03%
5,815
-1,695
597
$446K 0.03%
10,245
-7,559
598
$444K 0.03%
7,609
-475
599
$443K 0.03%
8,457
-54
600
$442K 0.03%
5,756
-6,030
22 23
24
25 26