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
1376
$72K ﹤0.01%
8,241
-31,415
1377
$72K ﹤0.01%
1,842
-166
1378
$72K ﹤0.01%
862
-104
1379
$72K ﹤0.01%
4,549
-12,401
1380
$72K ﹤0.01%
1,400
-107
1381
$71K ﹤0.01%
5,962
-500
1382
$71K ﹤0.01%
2,497
-181
1383
$71K ﹤0.01%
4,151
-6,912
1384
$71K ﹤0.01%
5,215
-1,950
1385
$71K ﹤0.01%
1,230
-1,697
1386
$70K ﹤0.01%
400
1387
$70K ﹤0.01%
1,690
-455
1388
$70K ﹤0.01%
806
-62
1389
$70K ﹤0.01%
3,793
-2,604
1390
$70K ﹤0.01%
2,205
-718
1391
$70K ﹤0.01%
4,477
-542
1392
$70K ﹤0.01%
1,844
-4,263
1393
$70K ﹤0.01%
6,619
-500
1394
$70K ﹤0.01%
1,720
+426
1395
$70K ﹤0.01%
838
-1,750
1396
$70K ﹤0.01%
1,338
-118
1397
$70K ﹤0.01%
746
-2,097
1398
$69K ﹤0.01%
2,283
+443
1399
$69K ﹤0.01%
747
-5,844
1400
$69K ﹤0.01%
775
-170
54 55
56
57 58