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
126
$3.1M 0.19%
119,764
-47,571
127
$3.08M 0.19%
49,298
-9,172
128
$3.06M 0.19%
27,984
-17,441
129
$3.04M 0.19%
35,650
-6,784
130
$3.01M 0.18%
305,610
-140,928
131
$2.99M 0.18%
9,986
-1,372
132
$2.98M 0.18%
41,948
-6,154
133
$2.97M 0.18%
51,963
+45,562
134
$2.9M 0.18%
122,669
-32,455
135
$2.89M 0.18%
23,885
-6,440
136
$2.83M 0.17%
90,356
+18,780
137
$2.81M 0.17%
20,089
-1,833
138
$2.77M 0.17%
75,475
-12,028
139
$2.73M 0.17%
270,431
-2,551
140
$2.73M 0.17%
101,109
+10,655
141
$2.69M 0.16%
50,950
+16,062
142
$2.68M 0.16%
54,862
-7,140
143
$2.67M 0.16%
14,003
-1,932
144
$2.67M 0.16%
61,436
-13,713
145
$2.67M 0.16%
19,494
-9,253
146
$2.64M 0.16%
36,716
-13,324
147
$2.64M 0.16%
11,862
-1,763
148
$2.63M 0.16%
73,890
+5,025
149
$2.61M 0.16%
23,682
-11,712
150
$2.59M 0.16%
24,990
-13,520
4 5
6
7 8