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
1201
$98K 0.01%
1,301
1202
$98K 0.01%
1,920
-4,581
1203
$98K 0.01%
6,829
-353
1204
$98K 0.01%
5,776
+258
1205
$98K 0.01%
2,308
-1,211
1206
$97K 0.01%
2,230
-41
1207
$97K 0.01%
2,562
-22,043
1208
$97K 0.01%
602
+339
1209
$97K 0.01%
3,451
+11
1210
$97K 0.01%
3,223
-379
1211
$96K 0.01%
1,349
+69
1212
$96K 0.01%
1,742
-28
1213
$96K 0.01%
1,005
-443
1214
$95K 0.01%
2,394
+1,242
1215
$95K 0.01%
1,380
-2,027
1216
$95K 0.01%
4,073
+124
1217
$95K 0.01%
2,288
+677
1218
$95K 0.01%
779
-245
1219
$95K 0.01%
6,934
-4,891
1220
$95K 0.01%
4,598
-317
1221
$94K 0.01%
1,881
-27
1222
$94K 0.01%
637
-7
1223
$94K 0.01%
777
-170
1224
$94K 0.01%
2,034
-225
1225
$94K 0.01%
1,753
-3,965
47 48
49
50 51