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
1001
$145K 0.01%
20,204
+2,850
1002
$145K 0.01%
7,916
+1,011
1003
$144K 0.01%
2,632
-1,593
1004
$144K 0.01%
1,511
-73
1005
$144K 0.01%
10,355
-1,992
1006
$143K 0.01%
4,428
+1,530
1007
$142K 0.01%
1,136
+110
1008
$142K 0.01%
11,377
-19,502
1009
$142K 0.01%
23,865
+15,772
1010
$142K 0.01%
1,088
-5,163
1011
$142K 0.01%
1,579
-4,552
1012
$141K 0.01%
6,893
-109
1013
$140K 0.01%
899
-158
1014
$140K 0.01%
2,935
-3,601
1015
$140K 0.01%
5,858
+1,884
1016
$139K 0.01%
2,886
-70
1017
$139K 0.01%
6,355
-21,215
1018
$138K 0.01%
2,285
-1,181
1019
$138K 0.01%
6,244
-754
1020
$138K 0.01%
734
-26
1021
$138K 0.01%
3,495
-2,512
1022
$138K 0.01%
2,706
-340
1023
$138K 0.01%
577
+62
1024
$137K 0.01%
10,081
-3,201
1025
$137K 0.01%
1,120
+136
39 40
41
42 43