IA

IFP Advisors Portfolio holdings

AUM $4.45B
1-Year Est. Return 19.36%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.36%
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
+$4.69M
2
+$3.65M
3
+$3.55M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$2.78M
5
SIRI icon
SiriusXM
SIRI
+$2.77M

Top Sells

1
+$36.8M
2
+$19.6M
3
+$16.5M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$16.4M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$15.7M

Sector Composition

1 Technology 6.32%
2 Financials 6.18%
3 Healthcare 5.54%
4 Consumer Discretionary 4.66%
5 Communication Services 3.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
951
$160K 0.01%
1,012
+36
952
$160K 0.01%
8,536
-6,573
953
$160K 0.01%
3,187
-177
954
$160K 0.01%
5,752
-2,950
955
$159K 0.01%
1,152
-260
956
$159K 0.01%
12,909
957
$159K 0.01%
4,615
-1,645
958
$159K 0.01%
5,172
-774
959
$159K 0.01%
4,586
-820
960
$159K 0.01%
1,931
-62
961
$158K 0.01%
3,207
-67
962
$158K 0.01%
447
+42
963
$158K 0.01%
7,700
-1,761
964
$158K 0.01%
15,576
-1,600
965
$158K 0.01%
1,180
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966
$157K 0.01%
1,556
-177
967
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5,324
-2,260
968
$157K 0.01%
5,850
+108
969
$155K 0.01%
2,058
-166
970
$155K 0.01%
2,251
-308
971
$155K 0.01%
1,881
-1,875
972
$155K 0.01%
8,931
-32,733
973
$155K 0.01%
2,107
-27
974
$154K 0.01%
7,353
-4,049
975
$154K 0.01%
+7,200
37 38
39
40 41