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
1726
$40K ﹤0.01%
1,914
-659
1727
$40K ﹤0.01%
2,083
-2,306
1728
$40K ﹤0.01%
+2,831
1729
$39K ﹤0.01%
920
-28
1730
$39K ﹤0.01%
11,400
+9,200
1731
$39K ﹤0.01%
904
-92
1732
$39K ﹤0.01%
1,936
+125
1733
$39K ﹤0.01%
309
+35
1734
$39K ﹤0.01%
2,250
-345
1735
$39K ﹤0.01%
2,132
-2,735
1736
$39K ﹤0.01%
400
-2,600
1737
$39K ﹤0.01%
2,069
+484
1738
$39K ﹤0.01%
317
-740
1739
$39K ﹤0.01%
949
+521
1740
$39K ﹤0.01%
400
-38
1741
$39K ﹤0.01%
1,727
+531
1742
$39K ﹤0.01%
41
+4
1743
$39K ﹤0.01%
1,389
+14
1744
$39K ﹤0.01%
603
-710
1745
$39K ﹤0.01%
3,500
+500
1746
$38K ﹤0.01%
718
+78
1747
$38K ﹤0.01%
1,377
-47
1748
$38K ﹤0.01%
3,000
1749
$38K ﹤0.01%
1,314
+874
1750
$38K ﹤0.01%
2,035
-79
68 69
70
71 72