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
1751
$38K ﹤0.01%
1,710
-560
1752
$38K ﹤0.01%
690
-156
1753
$38K ﹤0.01%
623
-331
1754
$38K ﹤0.01%
673
-402
1755
$38K ﹤0.01%
3,000
-6,500
1756
$38K ﹤0.01%
321
-370
1757
$38K ﹤0.01%
1,738
-408
1758
$38K ﹤0.01%
615
+6
1759
$38K ﹤0.01%
1,472
-714
1760
$38K ﹤0.01%
7,617
-1,575
1761
$38K ﹤0.01%
3,819
1762
$38K ﹤0.01%
8,710
+92
1763
$38K ﹤0.01%
2,215
1764
$37K ﹤0.01%
3,308
-5
1765
$37K ﹤0.01%
899
+703
1766
$37K ﹤0.01%
24,738
+9,700
1767
$37K ﹤0.01%
1,523
-160
1768
$37K ﹤0.01%
73
-112
1769
$37K ﹤0.01%
1,001
-21
1770
$37K ﹤0.01%
772
-241
1771
$37K ﹤0.01%
1,425
+225
1772
$37K ﹤0.01%
2,199
1773
$37K ﹤0.01%
1,804
1774
$37K ﹤0.01%
781
+144
1775
$37K ﹤0.01%
2,647
-1,345
69 70
71
72 73