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
1251
$89K 0.01%
1,473
-13,359
1252
$89K 0.01%
1,839
-368
1253
$89K 0.01%
1,507
-2,526
1254
$89K 0.01%
3,108
-3,146
1255
$89K 0.01%
6,995
-12,382
1256
$89K 0.01%
1,447
-785
1257
$88K 0.01%
2,700
-2,337
1258
$88K 0.01%
3,782
-525
1259
$88K 0.01%
2,627
-2,514
1260
$88K 0.01%
2,150
-526
1261
$88K 0.01%
3,065
+175
1262
$88K 0.01%
3,241
-584
1263
$87K 0.01%
1,163
-37
1264
$87K 0.01%
7,902
-4,412
1265
$87K 0.01%
8,000
+770
1266
$87K 0.01%
1,823
-291
1267
$87K 0.01%
3,135
-911
1268
$87K 0.01%
1,400
-3
1269
$87K 0.01%
2,456
-2,025
1270
$86K 0.01%
2,156
-1,824
1271
$86K 0.01%
2,924
-356
1272
$86K 0.01%
10,093
-389
1273
$86K 0.01%
3,260
-370
1274
$86K 0.01%
1,863
-108
1275
$86K 0.01%
2,437
-250
49 50
51
52 53