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
776
$251K 0.02%
13,664
+819
777
$251K 0.02%
2,918
+335
778
$250K 0.02%
13,927
-1,067
779
$249K 0.02%
8,727
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780
$249K 0.02%
38,422
-12,847
781
$248K 0.02%
4,074
+2,910
782
$248K 0.02%
6,656
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783
$248K 0.02%
3,767
-683
784
$246K 0.02%
5,691
-443
785
$246K 0.02%
29,000
-250
786
$246K 0.02%
7,056
-1,453
787
$246K 0.02%
9,437
-1
788
$245K 0.02%
+21,410
789
$245K 0.02%
7,301
-105
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$245K 0.02%
4,191
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8,251
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5,652
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793
$238K 0.01%
2,607
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794
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4,979
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795
$237K 0.01%
15,883
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796
$237K 0.01%
5,148
-11
797
$236K 0.01%
7,525
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798
$236K 0.01%
1,669
-604
799
$235K 0.01%
7,148
+1,238
800
$235K 0.01%
9,147
+760
30 31
32
33 34