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
801
$235K 0.01%
4,499
-32
802
$234K 0.01%
9,345
+135
803
$234K 0.01%
8,473
+1,493
804
$233K 0.01%
10,066
+1
805
$232K 0.01%
25,029
-9,920
806
$230K 0.01%
5,276
+678
807
$230K 0.01%
9,378
-2,335
808
$230K 0.01%
19,585
-4,996
809
$228K 0.01%
4,619
-625
810
$227K 0.01%
5,448
-40,700
811
$227K 0.01%
1,406
-230
812
$226K 0.01%
6,070
-482
813
$226K 0.01%
4,225
-1,327
814
$225K 0.01%
4,872
-3,307
815
$224K 0.01%
8,024
-6,544
816
$224K 0.01%
7,004
-10,028
817
$223K 0.01%
11,132
-236
818
$223K 0.01%
17,097
-1,279
819
$223K 0.01%
7,399
-7,275
820
$221K 0.01%
6,665
-2,806
821
$221K 0.01%
3,068
-2,060
822
$220K 0.01%
1,728
-45
823
$220K 0.01%
2,091
+72
824
$220K 0.01%
2,203
+900
825
$220K 0.01%
949
+38
31 32
33
34 35