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
626
$394K 0.02%
29,494
+1,321
627
$391K 0.02%
3,681
-967
628
$389K 0.02%
7,961
-6,034
629
$388K 0.02%
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630
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631
$384K 0.02%
8,628
-8,968
632
$383K 0.02%
3,151
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633
$382K 0.02%
6,531
634
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635
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5,596
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636
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13,142
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637
$376K 0.02%
11,315
-1,105
638
$375K 0.02%
22,187
-5,478
639
$375K 0.02%
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640
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644
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4,045
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645
$364K 0.02%
13,639
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646
$364K 0.02%
17,870
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647
$360K 0.02%
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-1,202
648
$358K 0.02%
+7,350
649
$356K 0.02%
11,108
-1,974
650
$355K 0.02%
5,483
-1,464
24 25
26
27 28