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
1676
$43K ﹤0.01%
2,385
+184
1677
$43K ﹤0.01%
+20,612
1678
$43K ﹤0.01%
1,400
+6
1679
$43K ﹤0.01%
1,032
+447
1680
$43K ﹤0.01%
672
-638
1681
$43K ﹤0.01%
400
-27
1682
$43K ﹤0.01%
2,272
-1,765
1683
$43K ﹤0.01%
1,695
1684
$43K ﹤0.01%
754
-25,660
1685
$43K ﹤0.01%
4,225
+1,025
1686
$42K ﹤0.01%
717
-5
1687
$42K ﹤0.01%
1,144
+158
1688
$42K ﹤0.01%
496
+2
1689
$42K ﹤0.01%
498
-39
1690
$42K ﹤0.01%
965
+465
1691
$42K ﹤0.01%
2,634
+294
1692
$42K ﹤0.01%
1,000
-1,150
1693
$42K ﹤0.01%
2,208
+439
1694
$42K ﹤0.01%
24,350
+360
1695
$42K ﹤0.01%
171
-177
1696
$42K ﹤0.01%
1,504
+104
1697
$42K ﹤0.01%
2,307
-3,568
1698
$42K ﹤0.01%
1,490
-9
1699
$42K ﹤0.01%
564
-257
1700
$41K ﹤0.01%
582
-9
66 67
68
69 70