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
1701
$41K ﹤0.01%
363
-714
1702
$41K ﹤0.01%
2,856
-2,998
1703
$41K ﹤0.01%
1,115
-285
1704
$41K ﹤0.01%
1,004
-2,834
1705
$41K ﹤0.01%
3,472
-841
1706
$41K ﹤0.01%
465
-408
1707
$41K ﹤0.01%
2,683
-4,428
1708
$41K ﹤0.01%
748
-99
1709
$41K ﹤0.01%
832
1710
$41K ﹤0.01%
1,737
-2,469
1711
$41K ﹤0.01%
896
1712
$41K ﹤0.01%
1,700
1713
$41K ﹤0.01%
947
-304
1714
$40K ﹤0.01%
669
+169
1715
$40K ﹤0.01%
810
-303
1716
$40K ﹤0.01%
1,451
+331
1717
$40K ﹤0.01%
989
+575
1718
$40K ﹤0.01%
6,855
-5,284
1719
$40K ﹤0.01%
4,119
-33,414
1720
$40K ﹤0.01%
792
-188
1721
$40K ﹤0.01%
546
-227
1722
$40K ﹤0.01%
2,742
1723
$40K ﹤0.01%
427
+305
1724
$40K ﹤0.01%
+2,798
1725
$40K ﹤0.01%
1,610
+68
67 68
69
70 71