IA

IFP Advisors Portfolio holdings

AUM $4.45B
1-Year Est. Return 19.36%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.36%
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
+$4.69M
2
+$3.65M
3
+$3.55M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$2.78M
5
SIRI icon
SiriusXM
SIRI
+$2.77M

Top Sells

1
+$36.8M
2
+$19.6M
3
+$16.5M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$16.4M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$15.7M

Sector Composition

1 Technology 6.32%
2 Financials 6.18%
3 Healthcare 5.54%
4 Consumer Discretionary 4.66%
5 Communication Services 3.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1151
$107K 0.01%
6,690
+559
1152
$107K 0.01%
1,060
-404
1153
$107K 0.01%
2,008
-268
1154
$106K 0.01%
2,842
-13
1155
$105K 0.01%
4,130
-1,953
1156
$105K 0.01%
1,173
+323
1157
$105K 0.01%
2,142
-1,652
1158
$105K 0.01%
289
-29
1159
$105K 0.01%
4,505
-3,255
1160
$105K 0.01%
4,132
-2,146
1161
$105K 0.01%
4,143
-2,136
1162
$104K 0.01%
4,125
-9,063
1163
$104K 0.01%
1,253
-98
1164
$104K 0.01%
2,041
-5,740
1165
$104K 0.01%
+4,238
1166
$104K 0.01%
+8,000
1167
$104K 0.01%
927
-25
1168
$104K 0.01%
2,756
-697
1169
$104K 0.01%
1,413
+802
1170
$103K 0.01%
5,815
-382
1171
$103K 0.01%
5,489
-1,630
1172
$103K 0.01%
12,489
-464
1173
$103K 0.01%
7,620
-2,810
1174
$103K 0.01%
980
-79
1175
$103K 0.01%
306
+25
45 46
47
48 49