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
1026
$137K 0.01%
2,603
-1,691
1027
$137K 0.01%
3,822
-1,106
1028
$136K 0.01%
8,126
-14,368
1029
$136K 0.01%
2,149
-171
1030
$136K 0.01%
5,487
-518
1031
$136K 0.01%
11,845
+7,079
1032
$136K 0.01%
919
-505
1033
$135K 0.01%
4,234
-1,985
1034
$135K 0.01%
2,288
-1
1035
$135K 0.01%
5,766
-760
1036
$135K 0.01%
1,259
+728
1037
$134K 0.01%
774
+25
1038
$134K 0.01%
2,570
+2,370
1039
$134K 0.01%
4,009
-4,551
1040
$134K 0.01%
8,795
-503
1041
$134K 0.01%
4,636
-1,155
1042
$133K 0.01%
4,225
+1,722
1043
$133K 0.01%
9,451
1044
$133K 0.01%
2,140
-272
1045
$133K 0.01%
1,992
-236
1046
$133K 0.01%
506
-13
1047
$132K 0.01%
2,263
-186
1048
$132K 0.01%
9,225
-2,075
1049
$132K 0.01%
1,445
+60
1050
$132K 0.01%
945
-450
40 41
42
43 44