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
1401
$68K ﹤0.01%
8,645
-2,325
1402
$68K ﹤0.01%
1,477
-1,305
1403
$68K ﹤0.01%
1,672
-408
1404
$68K ﹤0.01%
1,220
1405
$68K ﹤0.01%
2,539
-1,025
1406
$68K ﹤0.01%
1,886
+1,476
1407
$68K ﹤0.01%
1,723
-161
1408
$68K ﹤0.01%
1,230
-103
1409
$67K ﹤0.01%
5,775
-1,625
1410
$67K ﹤0.01%
1,600
-734
1411
$67K ﹤0.01%
1,607
-1,289
1412
$67K ﹤0.01%
673
-95
1413
$67K ﹤0.01%
1,750
1414
$67K ﹤0.01%
847
+57
1415
$67K ﹤0.01%
3,458
1416
$67K ﹤0.01%
2,602
-562
1417
$67K ﹤0.01%
5,298
-662
1418
$67K ﹤0.01%
155
+4
1419
$67K ﹤0.01%
2,470
-106
1420
$66K ﹤0.01%
6,778
-109
1421
$66K ﹤0.01%
1,543
-38
1422
$66K ﹤0.01%
2,614
-1,855
1423
$66K ﹤0.01%
2,904
1424
$66K ﹤0.01%
1,698
-817
1425
$66K ﹤0.01%
1,757
+772
55 56
57
58 59