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
701
$309K 0.02%
3,517
-6,148
702
$306K 0.02%
1,082
-140
703
$305K 0.02%
2,295
-120
704
$304K 0.02%
2,088
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705
$302K 0.02%
6,023
-4,081
706
$301K 0.02%
14,011
-2,666
707
$301K 0.02%
9,287
-72
708
$301K 0.02%
3,658
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709
$301K 0.02%
10,925
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710
$301K 0.02%
5,793
-1,865
711
$300K 0.02%
12,939
-973
712
$298K 0.02%
2,893
+95
713
$298K 0.02%
6,948
-101,242
714
$297K 0.02%
2,500
-14
715
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-142
716
$296K 0.02%
6,889
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717
$296K 0.02%
15,192
+1,356
718
$295K 0.02%
4,602
-1,486
719
$295K 0.02%
17,209
-4,660
720
$294K 0.02%
6,600
-821
721
$294K 0.02%
2,580
-554
722
$293K 0.02%
8,898
-22,258
723
$292K 0.02%
24,158
+3,184
724
$291K 0.02%
1,807
+612
725
$291K 0.02%
8,776
-2,491
27 28
29
30 31