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
1176
$102K 0.01%
3,885
+220
1177
$102K 0.01%
1,937
-45
1178
$102K 0.01%
+3,100
1179
$102K 0.01%
1,440
-237
1180
$102K 0.01%
1,901
+241
1181
$102K 0.01%
6,484
+1,020
1182
$101K 0.01%
8,490
+5,990
1183
$101K 0.01%
10,463
+26
1184
$101K 0.01%
6,843
-1,764
1185
$100K 0.01%
3,377
-659
1186
$100K 0.01%
1,200
+269
1187
$100K 0.01%
9,639
-200
1188
$100K 0.01%
11,700
+5,110
1189
$100K 0.01%
3,302
+324
1190
$100K 0.01%
9,406
-843
1191
$100K 0.01%
6,532
-74
1192
$100K 0.01%
3,243
-432
1193
$100K 0.01%
12,049
+1,688
1194
$99K 0.01%
5,101
-17,523
1195
$99K 0.01%
7,741
+253
1196
$99K 0.01%
3,034
-1,092
1197
$99K 0.01%
2,363
+313
1198
$99K 0.01%
8,976
+4,198
1199
$98K 0.01%
948
-38
1200
$98K 0.01%
1,339
-1,678
46 47
48
49 50