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
601
$439K 0.03%
21,174
-50,373
602
$439K 0.03%
12,478
-1,381
603
$437K 0.03%
5,111
+309
604
$434K 0.03%
11,845
-3,729
605
$432K 0.03%
30,267
-1,757
606
$428K 0.03%
11,696
-261
607
$426K 0.03%
14,086
+951
608
$424K 0.03%
11,061
-2,640
609
$423K 0.03%
46,353
-3,243
610
$422K 0.03%
14,595
-6,689
611
$421K 0.03%
7,834
-7,083
612
$421K 0.03%
2,304
-120
613
$421K 0.03%
22,000
+5,000
614
$420K 0.03%
10,520
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615
$419K 0.03%
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616
$417K 0.03%
4,368
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617
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18,270
-1,737
618
$414K 0.03%
3,155
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619
$409K 0.02%
4,369
-4,824
620
$407K 0.02%
15,231
-28,335
621
$406K 0.02%
38,268
-3,305
622
$405K 0.02%
6,621
+429
623
$401K 0.02%
8,333
+571
624
$399K 0.02%
14,144
-396
625
$394K 0.02%
19,559
-7,353
23 24
25
26 27