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
901
$182K 0.01%
6,011
+259
902
$182K 0.01%
11,596
-257
903
$181K 0.01%
25,230
-3,035
904
$181K 0.01%
12,547
-13,405
905
$181K 0.01%
2,129
906
$180K 0.01%
2,736
+29
907
$180K 0.01%
2,204
+2
908
$180K 0.01%
6,537
-793
909
$180K 0.01%
1,879
+231
910
$179K 0.01%
2,183
-517
911
$179K 0.01%
7,804
-676
912
$179K 0.01%
3,272
-88
913
$178K 0.01%
3,554
+5
914
$177K 0.01%
2,604
-5,554
915
$176K 0.01%
6,282
-7,098
916
$176K 0.01%
8,969
-23,010
917
$175K 0.01%
8,768
+1,046
918
$174K 0.01%
1,828
-103
919
$172K 0.01%
3,960
-352
920
$171K 0.01%
11,235
-1,815
921
$171K 0.01%
2,768
-502
922
$171K 0.01%
4,060
+242
923
$171K 0.01%
2,630
-1,823
924
$170K 0.01%
23,196
-17,693
925
$170K 0.01%
4,913
+404
35 36
37
38 39