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
1576
$53K ﹤0.01%
862
-6,357
1577
$52K ﹤0.01%
1,478
-186
1578
$52K ﹤0.01%
1,533
1579
$52K ﹤0.01%
4,085
-3,912
1580
$52K ﹤0.01%
1,071
-2,277
1581
$52K ﹤0.01%
930
-1,620
1582
$52K ﹤0.01%
377
+250
1583
$52K ﹤0.01%
1,158
-2,612
1584
$52K ﹤0.01%
288
+32
1585
$52K ﹤0.01%
611
-3,306
1586
$52K ﹤0.01%
4,687
+3,541
1587
$52K ﹤0.01%
2,806
+169
1588
$52K ﹤0.01%
5,188
-6,972
1589
$51K ﹤0.01%
1,306
+285
1590
$51K ﹤0.01%
603
-1,336
1591
$51K ﹤0.01%
600
-100
1592
$51K ﹤0.01%
1,083
1593
$51K ﹤0.01%
2,233
+1,073
1594
$51K ﹤0.01%
1,943
-328
1595
$51K ﹤0.01%
3,099
+1,742
1596
$51K ﹤0.01%
966
-507
1597
$51K ﹤0.01%
1,915
-995
1598
$51K ﹤0.01%
2,241
-970
1599
$51K ﹤0.01%
2,692
-1,077
1600
$51K ﹤0.01%
5,473
+3,028
62 63
64
65 66