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
1801
$35K ﹤0.01%
1,748
+334
1802
$35K ﹤0.01%
+2,012
1803
$35K ﹤0.01%
327
1804
$35K ﹤0.01%
630
+355
1805
$35K ﹤0.01%
246
-31
1806
$35K ﹤0.01%
2,100
1807
$35K ﹤0.01%
2,708
+50
1808
$35K ﹤0.01%
2,461
1809
$35K ﹤0.01%
857
-1,631
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%
1,137
+33
1824
$33K ﹤0.01%
322
+42
1825
$33K ﹤0.01%
1,440
-4,576
71 72
73
74 75