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
1601
$51K ﹤0.01%
500
1602
$51K ﹤0.01%
915
+694
1603
$50K ﹤0.01%
5,507
-5,628
1604
$50K ﹤0.01%
351
+63
1605
$50K ﹤0.01%
1,664
-4,958
1606
$50K ﹤0.01%
5,395
-2,500
1607
$50K ﹤0.01%
772
-206
1608
$50K ﹤0.01%
723
+60
1609
$49K ﹤0.01%
499
-793
1610
$49K ﹤0.01%
1,409
-555
1611
$49K ﹤0.01%
1,548
-3,255
1612
$49K ﹤0.01%
265
+76
1613
$49K ﹤0.01%
1,224
-1,419
1614
$49K ﹤0.01%
3,201
-130
1615
$49K ﹤0.01%
600
-589
1616
$49K ﹤0.01%
1,911
-104
1617
$49K ﹤0.01%
1,606
-54
1618
$49K ﹤0.01%
1,622
-98
1619
$49K ﹤0.01%
1,468
+1,432
1620
$49K ﹤0.01%
+41,500
1621
$49K ﹤0.01%
3,979
-4,487
1622
$49K ﹤0.01%
25,500
+9,000
1623
$48K ﹤0.01%
929
-75
1624
$48K ﹤0.01%
3,200
1625
$48K ﹤0.01%
1,800
63 64
65
66 67