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
1526
$57K ﹤0.01%
2,269
+6
1527
$57K ﹤0.01%
2,220
-1,953
1528
$57K ﹤0.01%
5,574
-270
1529
$57K ﹤0.01%
1,159
-292
1530
$56K ﹤0.01%
1,849
+300
1531
$56K ﹤0.01%
1,785
-5,178
1532
$56K ﹤0.01%
7,433
-24,798
1533
$56K ﹤0.01%
4,668
-4,655
1534
$56K ﹤0.01%
634
1535
$56K ﹤0.01%
2,090
-456
1536
$56K ﹤0.01%
916
-395
1537
$56K ﹤0.01%
1,090
-2,806
1538
$56K ﹤0.01%
4,040
-1,315
1539
$56K ﹤0.01%
2,610
-1,631
1540
$55K ﹤0.01%
1,539
-985
1541
$55K ﹤0.01%
4,255
1542
$55K ﹤0.01%
1,899
+26
1543
$55K ﹤0.01%
4,414
-409,367
1544
$55K ﹤0.01%
2,505
-31
1545
$55K ﹤0.01%
1,262
+311
1546
$55K ﹤0.01%
1,278
-23
1547
$55K ﹤0.01%
944
-4,253
1548
$55K ﹤0.01%
543
-901
1549
$55K ﹤0.01%
2,130
1550
$55K ﹤0.01%
3,400
-1,252
60 61
62
63 64