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
1126
$113K 0.01%
8,665
+1,542
1127
$113K 0.01%
1,961
-2,603
1128
$113K 0.01%
203
+13
1129
$113K 0.01%
5,628
-23,063
1130
$112K 0.01%
3,998
+251
1131
$112K 0.01%
2,148
-344
1132
$112K 0.01%
5,593
-1,296
1133
$112K 0.01%
1,281
-400
1134
$111K 0.01%
421
+175
1135
$111K 0.01%
2,340
-55
1136
$111K 0.01%
6,472
1137
$111K 0.01%
985
-255
1138
$111K 0.01%
5,764
-3,998
1139
$111K 0.01%
2,500
-600
1140
$111K 0.01%
2,350
-270
1141
$110K 0.01%
3,741
-1,340
1142
$110K 0.01%
9,775
+75
1143
$110K 0.01%
2,237
-2,265
1144
$110K 0.01%
2,549
-66
1145
$110K 0.01%
8,142
1146
$109K 0.01%
2,044
-155
1147
$108K 0.01%
5,315
+1,397
1148
$108K 0.01%
370
-82
1149
$108K 0.01%
998
+195
1150
$107K 0.01%
1,060
-404
44 45
46
47 48