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
1501
$59K ﹤0.01%
386
-133
1502
$59K ﹤0.01%
2,021
-3,977
1503
$58K ﹤0.01%
2,065
+213
1504
$58K ﹤0.01%
1,145
-3,120
1505
$58K ﹤0.01%
3,621
-608
1506
$58K ﹤0.01%
463
+451
1507
$58K ﹤0.01%
2,003
-15,727
1508
$58K ﹤0.01%
627
-5
1509
$58K ﹤0.01%
1,761
+96
1510
$58K ﹤0.01%
+1,514
1511
$58K ﹤0.01%
3,000
1512
$58K ﹤0.01%
720
+661
1513
$57K ﹤0.01%
6,700
+5,200
1514
$57K ﹤0.01%
400
+4
1515
$57K ﹤0.01%
3,966
+2,442
1516
$57K ﹤0.01%
2,660
-156
1517
$57K ﹤0.01%
3,000
-2,593
1518
$57K ﹤0.01%
264
-18
1519
$57K ﹤0.01%
4,028
-170
1520
$57K ﹤0.01%
12,660
+11,660
1521
$57K ﹤0.01%
677
-1,365
1522
$57K ﹤0.01%
802
-371
1523
$57K ﹤0.01%
1,759
+21
1524
$57K ﹤0.01%
312
-24
1525
$57K ﹤0.01%
543
-913
59 60
61
62 63