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
1351
$75K ﹤0.01%
669
-66
1352
$75K ﹤0.01%
859
+365
1353
$75K ﹤0.01%
2,696
-686
1354
$75K ﹤0.01%
3,008
+1,562
1355
$75K ﹤0.01%
+2,830
1356
$74K ﹤0.01%
617
-272
1357
$74K ﹤0.01%
2,143
+303
1358
$74K ﹤0.01%
+4,176
1359
$74K ﹤0.01%
920
+795
1360
$74K ﹤0.01%
728
-3
1361
$74K ﹤0.01%
859
+96
1362
$74K ﹤0.01%
6,667
1363
$74K ﹤0.01%
2,367
+2,045
1364
$73K ﹤0.01%
2,695
+139
1365
$73K ﹤0.01%
1,262
-24
1366
$73K ﹤0.01%
2,047
-1,250
1367
$73K ﹤0.01%
12,799
-30,543
1368
$73K ﹤0.01%
2,274
-17
1369
$73K ﹤0.01%
3,390
-37
1370
$73K ﹤0.01%
1,801
1371
$73K ﹤0.01%
2,474
-223
1372
$72K ﹤0.01%
4,942
-3,154
1373
$72K ﹤0.01%
2,805
+383
1374
$72K ﹤0.01%
3,107
-74
1375
$72K ﹤0.01%
1,182
+89
53 54
55
56 57