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
1051
$131K 0.01%
3,972
+1,820
1052
$131K 0.01%
12,531
-1,729
1053
$131K 0.01%
3,210
-1,572
1054
$130K 0.01%
1,655
-375
1055
$130K 0.01%
7,085
-2,240
1056
$130K 0.01%
3,415
+153
1057
$130K 0.01%
320
-68
1058
$130K 0.01%
173
+66
1059
$130K 0.01%
754
+87
1060
$129K 0.01%
3,349
-669
1061
$129K 0.01%
1,705
-92
1062
$128K 0.01%
4,785
-1,361
1063
$128K 0.01%
9,985
-4,791
1064
$128K 0.01%
9,351
-1,536
1065
$127K 0.01%
1,409
-77
1066
$127K 0.01%
3,016
-439
1067
$127K 0.01%
3,567
-81
1068
$127K 0.01%
3,536
-2,026
1069
$127K 0.01%
4,940
+1,627
1070
$126K 0.01%
1,106
-90
1071
$126K 0.01%
10,252
-1,487
1072
$126K 0.01%
1,083
-238
1073
$126K 0.01%
941
-395
1074
$126K 0.01%
6,533
-4,055
1075
$125K 0.01%
2,044
-347
41 42
43
44 45