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
1776
$37K ﹤0.01%
1,555
-850
1777
$37K ﹤0.01%
873
+12
1778
$36K ﹤0.01%
1,740
+400
1779
$36K ﹤0.01%
500
1780
$36K ﹤0.01%
3,000
1781
$36K ﹤0.01%
773
-157
1782
$36K ﹤0.01%
283
-358
1783
$36K ﹤0.01%
1,847
-137,615
1784
$36K ﹤0.01%
2,075
-13,388
1785
$36K ﹤0.01%
707
+68
1786
$36K ﹤0.01%
3,078
-6,906
1787
$36K ﹤0.01%
461
+10
1788
$36K ﹤0.01%
1,603
-157
1789
$36K ﹤0.01%
2,760
-300
1790
$36K ﹤0.01%
1,528
+292
1791
$36K ﹤0.01%
2,264
+236
1792
$36K ﹤0.01%
1,571
1793
$36K ﹤0.01%
1,650
-600
1794
$36K ﹤0.01%
863
-36
1795
$35K ﹤0.01%
+1,796
1796
$35K ﹤0.01%
630
+355
1797
$35K ﹤0.01%
246
-31
1798
$35K ﹤0.01%
2,100
1799
$35K ﹤0.01%
857
-1,631
1800
$35K ﹤0.01%
2,708
+50
70 71
72
73 74