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
876
$192K 0.01%
2,892
-882
877
$192K 0.01%
1,886
-987
878
$191K 0.01%
3,335
-790
879
$191K 0.01%
4,558
-288
880
$191K 0.01%
17,999
+5,933
881
$190K 0.01%
4,806
-1,625
882
$190K 0.01%
14,277
883
$190K 0.01%
8,771
-227
884
$189K 0.01%
9,376
+436
885
$189K 0.01%
7,336
+376
886
$189K 0.01%
150
887
$189K 0.01%
9,061
+2,741
888
$188K 0.01%
1,976
-438
889
$188K 0.01%
3,577
-1,580
890
$188K 0.01%
9,437
+1,699
891
$188K 0.01%
2,160
+315
892
$188K 0.01%
5,320
-1,260
893
$188K 0.01%
13,992
+2,180
894
$187K 0.01%
3,894
-1,526
895
$186K 0.01%
7,362
-15,515
896
$184K 0.01%
8,268
-16
897
$184K 0.01%
2,334
-505
898
$183K 0.01%
6,928
-8,875
899
$183K 0.01%
13,648
+20
900
$182K 0.01%
2,724
-1,214
34 35
36
37 38