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
976
$153K 0.01%
10,979
+482
977
$153K 0.01%
10,855
-585
978
$153K 0.01%
7,010
+1,410
979
$152K 0.01%
8,245
-594
980
$152K 0.01%
4,110
-1,890
981
$152K 0.01%
3,892
-227
982
$151K 0.01%
2,443
-756
983
$151K 0.01%
1,823
-1,345
984
$150K 0.01%
718
-146
985
$150K 0.01%
3,816
+1,154
986
$150K 0.01%
5,185
987
$149K 0.01%
4,445
+232
988
$149K 0.01%
3,533
-195
989
$149K 0.01%
1,124
-275
990
$149K 0.01%
5,309
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991
$149K 0.01%
2,838
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992
$149K 0.01%
7,832
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993
$148K 0.01%
4,946
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994
$148K 0.01%
9,458
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995
$147K 0.01%
1,561
-1,382
996
$146K 0.01%
3,544
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997
$146K 0.01%
3,011
-2,740
998
$146K 0.01%
5,070
-199
999
$146K 0.01%
11,600
-100
1000
$146K 0.01%
14,404
-428
38 39
40
41 42