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
51
$6.6M 0.4%
129,580
-45,432
52
$6.59M 0.4%
28,935
+8,069
53
$6.47M 0.39%
70,959
-72,093
54
$6.39M 0.39%
37,572
-9,277
55
$6.21M 0.38%
53,684
-8,340
56
$6.17M 0.38%
47,094
-8,054
57
$5.93M 0.36%
174,882
-86,123
58
$5.92M 0.36%
120,979
-29,408
59
$5.81M 0.35%
238,153
-75,419
60
$5.67M 0.35%
32,296
-10,939
61
$5.54M 0.34%
90,226
-22,959
62
$5.52M 0.34%
42,605
-66,672
63
$5.51M 0.34%
116,676
-21,352
64
$5.44M 0.33%
44,923
-7,730
65
$5.4M 0.33%
69,402
+811
66
$5.36M 0.33%
67,891
-250,118
67
$5.36M 0.33%
105,107
-20,326
68
$5.23M 0.32%
46,518
-8,695
69
$5.19M 0.32%
54,690
-48,319
70
$5.14M 0.31%
81,093
-954
71
$5.13M 0.31%
119,907
-25,424
72
$5.1M 0.31%
50,807
+21,919
73
$4.9M 0.3%
229,622
+94,653
74
$4.89M 0.3%
162,651
-6,784
75
$4.85M 0.3%
209,366
-41,585
1 2
3
4 5