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
751
$269K 0.02%
54,093
+2,500
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%
12,569
-1,927
758
$264K 0.02%
2,907
-405
759
$264K 0.02%
+5,192
760
$264K 0.02%
10,167
-5,755
761
$264K 0.02%
2,218
-1,974
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%
12,240
-184,544
767
$258K 0.02%
6,764
-3,803
768
$258K 0.02%
12,010
-15,876
769
$256K 0.02%
5,687
-959
770
$255K 0.02%
4,015
-1,075
771
$255K 0.02%
2,487
-1,839
772
$255K 0.02%
10,027
-12,803
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