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
76
$4.74M 0.29%
25,483
-2,210
77
$4.68M 0.29%
51,351
-13,473
78
$4.6M 0.28%
149,907
-14,595
79
$4.59M 0.28%
82,144
-5,423
80
$4.55M 0.28%
97,272
-25,834
81
$4.54M 0.28%
180,834
-31,064
82
$4.51M 0.27%
60,335
-9,049
83
$4.42M 0.27%
104,665
+3,229
84
$4.38M 0.27%
84,380
-29,700
85
$4.25M 0.26%
90,102
-8,811
86
$4.24M 0.26%
268,311
-38,157
87
$4.22M 0.26%
167,650
-3,835
88
$4.17M 0.25%
77,056
-2,880
89
$4.16M 0.25%
67,776
-1,537
90
$4.08M 0.25%
71,774
-3,249
91
$4.05M 0.25%
268,724
-40,112
92
$3.99M 0.24%
85,526
-26,567
93
$3.91M 0.24%
135,174
-11,496
94
$3.86M 0.24%
27,777
-6,174
95
$3.79M 0.23%
125,961
-14,462
96
$3.79M 0.23%
74,840
-69,747
97
$3.75M 0.23%
66,366
-1,934
98
$3.72M 0.23%
37,647
-32,397
99
$3.66M 0.22%
235,548
+14,184
100
$3.66M 0.22%
33,561
-11,140
2 3
4
5 6