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
101
$3.65M 0.22%
44,976
+813
102
$3.62M 0.22%
42,076
-26,943
103
$3.57M 0.22%
35,676
+35,496
104
$3.56M 0.22%
15,448
-9,183
105
$3.55M 0.22%
25,977
-917
106
$3.55M 0.22%
60,487
-18,119
107
$3.55M 0.22%
179,004
-16,248
108
$3.53M 0.22%
167,552
+36,533
109
$3.52M 0.21%
31,555
-3,763
110
$3.48M 0.21%
30,777
-460
111
$3.43M 0.21%
26,240
-3,907
112
$3.4M 0.21%
16,808
-2,174
113
$3.39M 0.21%
21,438
-1,852
114
$3.39M 0.21%
40,481
-6,860
115
$3.36M 0.2%
1,063,663
-955,655
116
$3.31M 0.2%
44,552
-12,725
117
$3.27M 0.2%
13,258
-3,746
118
$3.26M 0.2%
111,827
-28,772
119
$3.25M 0.2%
64,801
+29,931
120
$3.25M 0.2%
50,865
+1,142
121
$3.23M 0.2%
74,904
-7,420
122
$3.23M 0.2%
81,777
-159,640
123
$3.21M 0.2%
84,180
-44,481
124
$3.13M 0.19%
23,930
-8,801
125
$3.11M 0.19%
108,161
+54,082
3 4
5
6 7