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
1651
$46K ﹤0.01%
1,387
-997
1652
$46K ﹤0.01%
1,685
-451
1653
$46K ﹤0.01%
1,500
-3
1654
$46K ﹤0.01%
1,216
-1,160
1655
$45K ﹤0.01%
55
+2
1656
$45K ﹤0.01%
741
+387
1657
$45K ﹤0.01%
1,129
-241
1658
$45K ﹤0.01%
2,255
-13,891
1659
$45K ﹤0.01%
302
-516
1660
$45K ﹤0.01%
996
-114
1661
$45K ﹤0.01%
1,250
-140
1662
$45K ﹤0.01%
937
-1,158
1663
$44K ﹤0.01%
3,763
+2,038
1664
$44K ﹤0.01%
976
-866
1665
$44K ﹤0.01%
1,175
-274
1666
$44K ﹤0.01%
1,991
-50
1667
$44K ﹤0.01%
3,339
1668
$44K ﹤0.01%
2,559
-7,638
1669
$44K ﹤0.01%
1,111
-1,086
1670
$44K ﹤0.01%
275
-1,834
1671
$44K ﹤0.01%
238
-2,801
1672
$44K ﹤0.01%
2,976
-73
1673
$44K ﹤0.01%
1,125
-1,545
1674
$44K ﹤0.01%
2,822
+1,822
1675
$44K ﹤0.01%
1,750
65 66
67
68 69