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
1076
$125K 0.01%
99
-44
1077
$124K 0.01%
+21,500
1078
$123K 0.01%
4,149
-9,389
1079
$123K 0.01%
2,995
+1,595
1080
$123K 0.01%
17,985
-30,562
1081
$123K 0.01%
506
+1
1082
$122K 0.01%
11,345
-3,601
1083
$122K 0.01%
10,228
-3,500
1084
$122K 0.01%
1,048
-733
1085
$122K 0.01%
935
+3
1086
$121K 0.01%
9,000
-1,917
1087
$121K 0.01%
2,369
-4
1088
$121K 0.01%
4,628
-5,315
1089
$121K 0.01%
1,221
-164
1090
$121K 0.01%
2,900
-433
1091
$120K 0.01%
2,330
-9
1092
$120K 0.01%
4,912
-232
1093
$120K 0.01%
6,950
-1,294
1094
$119K 0.01%
7,206
+126
1095
$119K 0.01%
1,851
+380
1096
$118K 0.01%
5,150
-162
1097
$118K 0.01%
2,599
-338
1098
$118K 0.01%
2,793
+506
1099
$118K 0.01%
3,526
-3,739
1100
$117K 0.01%
4,592
+1,292
42 43
44
45 46