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
1676
$43K ﹤0.01%
754
-25,660
1677
$43K ﹤0.01%
4,225
+1,025
1678
$43K ﹤0.01%
2,385
+184
1679
$43K ﹤0.01%
+20,612
1680
$43K ﹤0.01%
672
-638
1681
$43K ﹤0.01%
2,272
-1,765
1682
$43K ﹤0.01%
1,695
1683
$43K ﹤0.01%
1,400
+6
1684
$43K ﹤0.01%
1,032
+447
1685
$43K ﹤0.01%
400
-27
1686
$42K ﹤0.01%
171
-177
1687
$42K ﹤0.01%
1,504
+104
1688
$42K ﹤0.01%
2,307
-3,568
1689
$42K ﹤0.01%
717
-5
1690
$42K ﹤0.01%
2,208
+439
1691
$42K ﹤0.01%
24,350
+360
1692
$42K ﹤0.01%
1,490
-9
1693
$42K ﹤0.01%
564
-257
1694
$42K ﹤0.01%
1,144
+158
1695
$42K ﹤0.01%
496
+2
1696
$42K ﹤0.01%
498
-39
1697
$42K ﹤0.01%
965
+465
1698
$42K ﹤0.01%
2,634
+294
1699
$42K ﹤0.01%
1,000
-1,150
1700
$41K ﹤0.01%
3,472
-841
66 67
68
69 70