IA

IFP Advisors Portfolio holdings

AUM $4.45B
1-Year Est. Return 19.36%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.36%
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
+$4.69M
2
+$3.65M
3
+$3.55M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$2.78M
5
SIRI icon
SiriusXM
SIRI
+$2.77M

Top Sells

1
+$36.8M
2
+$19.6M
3
+$16.5M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$16.4M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$15.7M

Sector Composition

1 Technology 6.32%
2 Financials 6.18%
3 Healthcare 5.54%
4 Consumer Discretionary 4.66%
5 Communication Services 3.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1626
$48K ﹤0.01%
421
-48
1627
$48K ﹤0.01%
3,719
-3,249
1628
$48K ﹤0.01%
929
-75
1629
$48K ﹤0.01%
3,200
1630
$48K ﹤0.01%
1,800
1631
$48K ﹤0.01%
1,923
+973
1632
$48K ﹤0.01%
424
-79
1633
$48K ﹤0.01%
631
-3
1634
$48K ﹤0.01%
1,976
-2,081
1635
$47K ﹤0.01%
2,055
-300
1636
$47K ﹤0.01%
3,454
+1,350
1637
$47K ﹤0.01%
500
1638
$47K ﹤0.01%
354
-84
1639
$46K ﹤0.01%
403
-129
1640
$46K ﹤0.01%
1,538
-578
1641
$46K ﹤0.01%
550
-245
1642
$46K ﹤0.01%
3,814
+3,414
1643
$46K ﹤0.01%
1,010
+312
1644
$46K ﹤0.01%
1,685
-451
1645
$46K ﹤0.01%
2,094
+64
1646
$46K ﹤0.01%
2,924
1647
$46K ﹤0.01%
3,838
+195
1648
$46K ﹤0.01%
1,770
-2,097
1649
$46K ﹤0.01%
1,430
+7
1650
$46K ﹤0.01%
584
-80
64 65
66
67 68