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
1276
$86K 0.01%
1,164
+647
1277
$86K 0.01%
1,478
+1,050
1278
$86K 0.01%
2,409
-20,665
1279
$86K 0.01%
12,204
-4,451
1280
$86K 0.01%
2,936
+148
1281
$85K 0.01%
1,946
-50
1282
$85K 0.01%
8,233
-1,804
1283
$85K 0.01%
32,445
-39,720
1284
$84K 0.01%
1,587
-499
1285
$84K 0.01%
2,143
-142
1286
$84K 0.01%
6,853
-6,572
1287
$84K 0.01%
3,465
-5,058
1288
$84K 0.01%
5,024
+294
1289
$84K 0.01%
3,215
+2,061
1290
$83K 0.01%
1,112
-420
1291
$83K 0.01%
2,570
-206
1292
$83K 0.01%
1,178
-92
1293
$83K 0.01%
1,727
-2,227
1294
$83K 0.01%
2,767
-1,071
1295
$82K 0.01%
4,237
+2,767
1296
$82K 0.01%
2,416
-1,677
1297
$82K 0.01%
442
-495
1298
$82K 0.01%
1,110
-1,163
1299
$82K 0.01%
1,157
+222
1300
$82K 0.01%
96
+22
50 51
52
53 54