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
1326
$79K ﹤0.01%
2,269
+1,342
1327
$78K ﹤0.01%
1,256
-1,872
1328
$78K ﹤0.01%
1,524
-308
1329
$78K ﹤0.01%
8,736
-221
1330
$78K ﹤0.01%
6,064
-1,024
1331
$78K ﹤0.01%
272
+15
1332
$78K ﹤0.01%
5,434
+5,261
1333
$77K ﹤0.01%
1,000
-4,000
1334
$77K ﹤0.01%
3,515
1335
$77K ﹤0.01%
2,900
-357
1336
$77K ﹤0.01%
8,000
1337
$77K ﹤0.01%
7,512
-62,537
1338
$77K ﹤0.01%
3,272
+175
1339
$77K ﹤0.01%
2,543
+1,002
1340
$76K ﹤0.01%
1,045
-5,010
1341
$76K ﹤0.01%
1,378
-716
1342
$76K ﹤0.01%
524
-25
1343
$76K ﹤0.01%
+4,900
1344
$76K ﹤0.01%
4,358
-81
1345
$76K ﹤0.01%
4,243
+3,846
1346
$75K ﹤0.01%
4,786
+2,300
1347
$75K ﹤0.01%
4,466
-1,395
1348
$75K ﹤0.01%
1,239
-122
1349
$75K ﹤0.01%
2,531
-4,822
1350
$75K ﹤0.01%
3,041
+172
52 53
54
55 56