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
1226
$94K 0.01%
5,169
-1,633
1227
$93K 0.01%
3,616
+37
1228
$93K 0.01%
4,850
-3,304
1229
$93K 0.01%
1,102
-151
1230
$93K 0.01%
2,324
-3,396
1231
$93K 0.01%
571
+94
1232
$93K 0.01%
2,850
+57
1233
$92K 0.01%
897
+121
1234
$92K 0.01%
3,283
-26
1235
$92K 0.01%
6,821
-12,579
1236
$92K 0.01%
5,673
1237
$91K 0.01%
1,427
-471
1238
$91K 0.01%
984
-370
1239
$91K 0.01%
6,576
-5,220
1240
$91K 0.01%
1,660
1241
$91K 0.01%
3,594
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1242
$91K 0.01%
1,450
-8,826
1243
$90K 0.01%
3,263
+75
1244
$90K 0.01%
2,075
-12,943
1245
$90K 0.01%
4,714
-258
1246
$90K 0.01%
2,102
-4,430
1247
$90K 0.01%
3,884
-668
1248
$90K 0.01%
10,000
1249
$89K 0.01%
3,861
+93
1250
$89K 0.01%
1,399
-781
48 49
50
51 52