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
1551
$54K ﹤0.01%
488
+34
1552
$54K ﹤0.01%
1,099
-813
1553
$54K ﹤0.01%
905
1554
$54K ﹤0.01%
6,500
+5,600
1555
$54K ﹤0.01%
2,917
+100
1556
$54K ﹤0.01%
653
+139
1557
$54K ﹤0.01%
9,474
-4,540
1558
$54K ﹤0.01%
513
-826
1559
$54K ﹤0.01%
1,040
1560
$54K ﹤0.01%
565
1561
$54K ﹤0.01%
5,089
-359
1562
$54K ﹤0.01%
1,551
-2,389
1563
$54K ﹤0.01%
1,894
+329
1564
$54K ﹤0.01%
1,080
+767
1565
$53K ﹤0.01%
902
-284
1566
$53K ﹤0.01%
1,598
-125
1567
$53K ﹤0.01%
1,659
-9
1568
$53K ﹤0.01%
1,327
-169
1569
$53K ﹤0.01%
2,618
+251
1570
$53K ﹤0.01%
880
-1,179
1571
$53K ﹤0.01%
3,625
1572
$53K ﹤0.01%
3,060
+177
1573
$53K ﹤0.01%
1,160
-284
1574
$53K ﹤0.01%
3,915
+2,119
1575
$53K ﹤0.01%
4,000
+1,773
61 62
63
64 65