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
851
$205K 0.01%
12,309
-1,898
852
$205K 0.01%
8,318
+5,778
853
$204K 0.01%
6,795
-2
854
$204K 0.01%
10,885
-1,712
855
$204K 0.01%
18,061
-6,345
856
$203K 0.01%
11,599
-10,767
857
$202K 0.01%
6,849
858
$202K 0.01%
4,560
+139
859
$202K 0.01%
9,805
+766
860
$201K 0.01%
19,169
-15,101
861
$201K 0.01%
2,619
-1,123
862
$200K 0.01%
8,534
-748
863
$200K 0.01%
2,629
-283
864
$199K 0.01%
6,599
-212
865
$199K 0.01%
2,866
-924
866
$199K 0.01%
20,700
-14,085
867
$199K 0.01%
19,856
-5,999
868
$198K 0.01%
14,786
-15,160
869
$197K 0.01%
4,091
+989
870
$196K 0.01%
12,387
-4,892
871
$196K 0.01%
5,487
-362
872
$195K 0.01%
2,559
-2,787
873
$194K 0.01%
7,085
-6,956
874
$193K 0.01%
5,610
+1,585
875
$192K 0.01%
4,759
+1,832
33 34
35
36 37