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
926
$169K 0.01%
2,693
-44
927
$169K 0.01%
599
-7
928
$169K 0.01%
18,120
-92
929
$169K 0.01%
801
-101
930
$169K 0.01%
4,993
+93
931
$168K 0.01%
6,186
-15
932
$168K 0.01%
6,066
+673
933
$166K 0.01%
6,567
-27,635
934
$166K 0.01%
12,756
+7,025
935
$166K 0.01%
7,022
+1,781
936
$165K 0.01%
3,666
+2,081
937
$165K 0.01%
4,810
-7,645
938
$165K 0.01%
840
-1,779
939
$164K 0.01%
15,428
-2,663
940
$164K 0.01%
7,725
-2,298
941
$164K 0.01%
13,487
+131
942
$163K 0.01%
3,962
+47
943
$163K 0.01%
3,325
-733
944
$163K 0.01%
12,856
+3,642
945
$162K 0.01%
7,283
+1,647
946
$162K 0.01%
1,993
-2,353
947
$161K 0.01%
3,674
-830
948
$161K 0.01%
4,980
-235
949
$160K 0.01%
3,376
+1,557
950
$160K 0.01%
14,080
-1,520
36 37
38
39 40