IA

IFP Advisors Portfolio holdings

AUM $4.45B
1-Year Est. Return 19.36%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.36%
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
+$4.69M
2
+$3.65M
3
+$3.55M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$2.78M
5
SIRI icon
SiriusXM
SIRI
+$2.77M

Top Sells

1
+$36.8M
2
+$19.6M
3
+$16.5M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$16.4M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$15.7M

Sector Composition

1 Technology 6.32%
2 Financials 6.18%
3 Healthcare 5.54%
4 Consumer Discretionary 4.66%
5 Communication Services 3.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1476
$62K ﹤0.01%
4,907
-2,824
1477
$62K ﹤0.01%
2,700
1478
$61K ﹤0.01%
2,531
-419
1479
$61K ﹤0.01%
2,249
+821
1480
$61K ﹤0.01%
1,032
-177
1481
$61K ﹤0.01%
1,488
-3
1482
$61K ﹤0.01%
2,594
+192
1483
$61K ﹤0.01%
600
-20
1484
$61K ﹤0.01%
3,212
-135
1485
$61K ﹤0.01%
2,460
+26
1486
$60K ﹤0.01%
750
1487
$60K ﹤0.01%
+2,353
1488
$60K ﹤0.01%
2,670
-2,592
1489
$60K ﹤0.01%
3,664
-2
1490
$60K ﹤0.01%
3,050
1491
$60K ﹤0.01%
763
1492
$60K ﹤0.01%
2,465
1493
$60K ﹤0.01%
2,370
-62
1494
$59K ﹤0.01%
2,458
+200
1495
$59K ﹤0.01%
3,783
1496
$59K ﹤0.01%
386
-133
1497
$59K ﹤0.01%
1,373
-11,353
1498
$59K ﹤0.01%
+1,174
1499
$59K ﹤0.01%
1,903
-2,304
1500
$59K ﹤0.01%
4,434
-469
58 59
60
61 62