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
1426
$66K ﹤0.01%
5,730
+2,920
1427
$66K ﹤0.01%
797
-57
1428
$66K ﹤0.01%
1,355
-7,170
1429
$66K ﹤0.01%
1,101
-1,657
1430
$66K ﹤0.01%
1,302
-93
1431
$66K ﹤0.01%
1,331
-311
1432
$65K ﹤0.01%
1,196
+174
1433
$65K ﹤0.01%
4,005
1434
$65K ﹤0.01%
6,960
-1,496
1435
$65K ﹤0.01%
1,991
-502
1436
$65K ﹤0.01%
863
-8
1437
$65K ﹤0.01%
1,262
-14,794
1438
$65K ﹤0.01%
3,660
-120
1439
$65K ﹤0.01%
2,076
+1,076
1440
$64K ﹤0.01%
3,011
-3,033
1441
$64K ﹤0.01%
1,081
-238
1442
$64K ﹤0.01%
2,590
-2,788
1443
$64K ﹤0.01%
1,386
-1,280
1444
$64K ﹤0.01%
1,792
-2,380
1445
$64K ﹤0.01%
2,429
+1,623
1446
$64K ﹤0.01%
1,562
-2,924
1447
$64K ﹤0.01%
1,154
-334
1448
$64K ﹤0.01%
4,106
-2,916
1449
$64K ﹤0.01%
+482
1450
$63K ﹤0.01%
990
+578
56 57
58
59 60