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
826
$220K 0.01%
2,686
-140
827
$219K 0.01%
7,692
-834
828
$219K 0.01%
10,627
-31,597
829
$217K 0.01%
1,242
+56
830
$217K 0.01%
18,216
+15,216
831
$216K 0.01%
23,112
-8,098
832
$215K 0.01%
9,170
+1,756
833
$214K 0.01%
5,107
-326
834
$214K 0.01%
2,688
835
$214K 0.01%
5,911
-3,068
836
$213K 0.01%
13,936
-2,560
837
$213K 0.01%
9,064
-47,854
838
$212K 0.01%
6,092
+1,027
839
$211K 0.01%
4,383
-161
840
$211K 0.01%
4,405
+4
841
$210K 0.01%
4,570
-56
842
$209K 0.01%
4,905
+2,685
843
$209K 0.01%
3,412
+41
844
$208K 0.01%
12,338
-2,636
845
$208K 0.01%
4,970
-544
846
$208K 0.01%
5,353
-7,572
847
$207K 0.01%
8,890
+1,656
848
$206K 0.01%
14,250
849
$206K 0.01%
3,326
+2,701
850
$205K 0.01%
5,256
-2,249
32 33
34
35 36