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
676
$328K 0.02%
24,580
+3,650
677
$326K 0.02%
13,931
-2,788
678
$326K 0.02%
10,955
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679
$326K 0.02%
8,787
-1,201
680
$325K 0.02%
10,224
+641
681
$325K 0.02%
20,105
+1,563
682
$325K 0.02%
32,200
-6,797
683
$325K 0.02%
6,521
-4,199
684
$324K 0.02%
2,532
-628
685
$323K 0.02%
8,716
-4,241
686
$323K 0.02%
3,208
+382
687
$321K 0.02%
5,496
-395
688
$321K 0.02%
3,510
-850
689
$318K 0.02%
10,472
-8,586
690
$318K 0.02%
2,022
-522
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$317K 0.02%
21,679
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692
$317K 0.02%
16,282
+1,268
693
$316K 0.02%
16,045
-4,350
694
$313K 0.02%
13,568
-1,420
695
$311K 0.02%
21,610
-1,900
696
$311K 0.02%
9,157
-768
697
$311K 0.02%
14,282
-4,211
698
$311K 0.02%
8,787
-1,179
699
$311K 0.02%
12,492
+1,136
700
$311K 0.02%
19,335
-1,260
26 27
28
29 30