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
1101
$117K 0.01%
23,381
-51,862
1102
$117K 0.01%
2,376
-96
1103
$117K 0.01%
2,076
+116
1104
$117K 0.01%
5,433
-4,228
1105
$117K 0.01%
6,437
-2,395
1106
$117K 0.01%
1,903
-1,436
1107
$117K 0.01%
1,203
-79
1108
$116K 0.01%
2,514
-1,116
1109
$116K 0.01%
3,332
+753
1110
$116K 0.01%
1,912
-83
1111
$116K 0.01%
3,545
-555
1112
$116K 0.01%
5,340
-1,083
1113
$115K 0.01%
4,353
-3,512
1114
$115K 0.01%
3,190
-291
1115
$115K 0.01%
4,900
-5,200
1116
$115K 0.01%
2,252
-908
1117
$115K 0.01%
11,990
-550
1118
$115K 0.01%
3,164
-2,213
1119
$114K 0.01%
4,594
-300
1120
$114K 0.01%
1,716
+323
1121
$114K 0.01%
1,322
-14,430
1122
$114K 0.01%
4,430
-525
1123
$113K 0.01%
1,007
+52
1124
$113K 0.01%
2,662
-148
1125
$113K 0.01%
4,328
43 44
45
46 47