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
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
+941
780
$249K 0.02%
38,422
-12,847
781
$248K 0.02%
3,767
-683
782
$248K 0.02%
4,074
+2,910
783
$248K 0.02%
6,656
-684
784
$246K 0.02%
29,000
-250
785
$246K 0.02%
7,056
-1,453
786
$246K 0.02%
9,437
-1
787
$246K 0.02%
5,691
-443
788
$245K 0.01%
+21,410
789
$245K 0.01%
7,301
-105
790
$245K 0.01%
4,191
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791
$243K 0.01%
8,251
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792
$241K 0.01%
5,652
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793
$238K 0.01%
4,979
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794
$238K 0.01%
2,607
-79
795
$237K 0.01%
15,883
+2,586
796
$237K 0.01%
5,148
-11
797
$236K 0.01%
1,669
-604
798
$236K 0.01%
7,525
-900
799
$235K 0.01%
7,148
+1,238
800
$235K 0.01%
9,147
+760
30 31
32
33 34