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
726
$291K 0.02%
13,131
-4,404
727
$288K 0.02%
12,817
-3,517
728
$287K 0.02%
16,263
-495
729
$287K 0.02%
6,600
+5,580
730
$286K 0.02%
1,842
+240
731
$286K 0.02%
16,340
-5,580
732
$284K 0.02%
7,224
-6,497
733
$283K 0.02%
10,091
+796
734
$283K 0.02%
8,500
735
$282K 0.02%
9,405
-193
736
$282K 0.02%
9,972
+1,869
737
$281K 0.02%
8,744
-1,334
738
$281K 0.02%
5,643
-1,782
739
$278K 0.02%
5,783
-10,700
740
$278K 0.02%
4,922
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741
$278K 0.02%
10,503
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742
$277K 0.02%
7,321
-1,081
743
$277K 0.02%
1,708
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744
$277K 0.02%
14,173
-1,068
745
$274K 0.02%
6,722
-5,798
746
$274K 0.02%
18,200
747
$273K 0.02%
7,662
+631
748
$273K 0.02%
17,102
-3,610
749
$272K 0.02%
9,321
-19,664
750
$272K 0.02%
10,212
-25,058
28 29
30
31 32