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
651
$354K 0.02%
5,343
-303
652
$354K 0.02%
2,104
+252
653
$353K 0.02%
3,101
-359
654
$353K 0.02%
11,774
-16,404
655
$351K 0.02%
3,305
-609
656
$350K 0.02%
5,210
-196
657
$349K 0.02%
7,094
-732
658
$348K 0.02%
14,743
-48,041
659
$347K 0.02%
9,998
-412
660
$346K 0.02%
9,720
-3,269
661
$346K 0.02%
22,192
-6,035
662
$345K 0.02%
2,911
-1,268
663
$343K 0.02%
3,135
-266
664
$341K 0.02%
4,728
-2,769
665
$341K 0.02%
7,283
-1,729
666
$340K 0.02%
14,256
+732
667
$339K 0.02%
14,134
+1,717
668
$339K 0.02%
3,725
-2,721
669
$336K 0.02%
15,545
-986
670
$335K 0.02%
14,725
+11,270
671
$335K 0.02%
13,612
+1,210
672
$334K 0.02%
1,106
+204
673
$333K 0.02%
7,611
-358
674
$332K 0.02%
1,131
-256
675
$330K 0.02%
8,043
-194
25 26
27
28 29