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
1801
$35K ﹤0.01%
2,461
1802
$35K ﹤0.01%
327
1803
$35K ﹤0.01%
860
-471
1804
$35K ﹤0.01%
3,332
+512
1805
$35K ﹤0.01%
5,200
1806
$35K ﹤0.01%
1,440
1807
$35K ﹤0.01%
2,038
+1,000
1808
$35K ﹤0.01%
1,748
+334
1809
$35K ﹤0.01%
+2,012
1810
$34K ﹤0.01%
594
-55
1811
$34K ﹤0.01%
787
-36
1812
$34K ﹤0.01%
1,359
-4,373
1813
$34K ﹤0.01%
369
-488
1814
$34K ﹤0.01%
492
-1,000
1815
$34K ﹤0.01%
1,480
-1,392
1816
$34K ﹤0.01%
3,810
-1,727
1817
$34K ﹤0.01%
1,210
+30
1818
$34K ﹤0.01%
1,072
-423
1819
$34K ﹤0.01%
31
-44
1820
$34K ﹤0.01%
392
+70
1821
$34K ﹤0.01%
352
+79
1822
$34K ﹤0.01%
6,235
1823
$33K ﹤0.01%
902
1824
$33K ﹤0.01%
1,382
1825
$33K ﹤0.01%
1,137
+33
71 72
73
74 75