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
1301
$82K 0.01%
4,590
+1,200
1302
$82K 0.01%
9,123
+92
1303
$82K 0.01%
1,750
1304
$82K 0.01%
+7,556
1305
$82K 0.01%
4,411
-32
1306
$81K ﹤0.01%
773
-73
1307
$81K ﹤0.01%
13,291
+5,548
1308
$81K ﹤0.01%
690
-57
1309
$81K ﹤0.01%
3,408
-182
1310
$80K ﹤0.01%
2,679
1311
$80K ﹤0.01%
2,412
+1
1312
$80K ﹤0.01%
5,813
-4,630
1313
$80K ﹤0.01%
79
-14
1314
$80K ﹤0.01%
8,360
+1,715
1315
$80K ﹤0.01%
10,929
-34,066
1316
$80K ﹤0.01%
1,221
-2,280
1317
$80K ﹤0.01%
742
-912
1318
$80K ﹤0.01%
924
-137
1319
$79K ﹤0.01%
14,956
-748
1320
$79K ﹤0.01%
3,037
-2,850
1321
$79K ﹤0.01%
5,991
-256
1322
$79K ﹤0.01%
4,446
+525
1323
$79K ﹤0.01%
1,345
-1,196
1324
$79K ﹤0.01%
2,337
-542
1325
$79K ﹤0.01%
2,014
-108
51 52
53
54 55