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
1451
$63K ﹤0.01%
1,959
-2,283
1452
$63K ﹤0.01%
968
-162
1453
$63K ﹤0.01%
12,100
-2,641
1454
$63K ﹤0.01%
5,822
+65
1455
$63K ﹤0.01%
8,026
+391
1456
$63K ﹤0.01%
3,570
-27,271
1457
$63K ﹤0.01%
782
+700
1458
$63K ﹤0.01%
1,758
-2,110
1459
$63K ﹤0.01%
2,629
+3
1460
$63K ﹤0.01%
2,568
-43
1461
$63K ﹤0.01%
1,693
-560
1462
$63K ﹤0.01%
816
+1
1463
$63K ﹤0.01%
7,860
+5,830
1464
$63K ﹤0.01%
1,314
1465
$63K ﹤0.01%
1,316
-229
1466
$63K ﹤0.01%
2,675
-7,073
1467
$63K ﹤0.01%
1,847
-1,260
1468
$63K ﹤0.01%
457
-26
1469
$63K ﹤0.01%
2,722
+589
1470
$63K ﹤0.01%
3,344
-6,335
1471
$62K ﹤0.01%
1,660
1472
$62K ﹤0.01%
2,430
-2,505
1473
$62K ﹤0.01%
2,812
-1,312
1474
$62K ﹤0.01%
1,810
1475
$62K ﹤0.01%
4,907
-2,824
57 58
59
60 61