IA

IFP Advisors Portfolio holdings

AUM $4.45B
1-Year Est. Return 19.36%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.36%
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
+$4.69M
2
+$3.65M
3
+$3.55M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$2.78M
5
SIRI icon
SiriusXM
SIRI
+$2.77M

Top Sells

1
+$36.8M
2
+$19.6M
3
+$16.5M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$16.4M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$15.7M

Sector Composition

1 Technology 6.32%
2 Financials 6.18%
3 Healthcare 5.54%
4 Consumer Discretionary 4.66%
5 Communication Services 3.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
751
$269K 0.02%
18,031
+833
752
$268K 0.02%
15,368
-13,439
753
$266K 0.02%
5,152
-2,826
754
$265K 0.02%
6,076
+288
755
$265K 0.02%
8,162
-13,428
756
$265K 0.02%
12,603
-18,225
757
$264K 0.02%
2,218
-1,974
758
$264K 0.02%
12,569
-1,927
759
$264K 0.02%
2,907
-405
760
$264K 0.02%
+5,192
761
$264K 0.02%
10,167
-5,755
762
$263K 0.02%
10,416
-656
763
$261K 0.02%
2,658
-228
764
$261K 0.02%
8,822
-2,707
765
$259K 0.02%
3,501
-239
766
$259K 0.02%
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767
$258K 0.02%
12,010
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768
$258K 0.02%
6,764
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769
$256K 0.02%
5,687
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770
$255K 0.02%
10,027
-12,803
771
$255K 0.02%
4,015
-1,075
772
$255K 0.02%
2,487
-1,839
773
$253K 0.02%
1,989
+203
774
$252K 0.02%
12,515
-828
775
$251K 0.02%
4,827
-3,072
29 30
31
32 33