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
1826
$33K ﹤0.01%
226
-13
1827
$33K ﹤0.01%
1,540
-13,573
1828
$33K ﹤0.01%
1,571
-12,807
1829
$33K ﹤0.01%
653
-107
1830
$33K ﹤0.01%
322
+42
1831
$33K ﹤0.01%
1,440
-4,576
1832
$33K ﹤0.01%
1,069
-95
1833
$33K ﹤0.01%
1,719
-123
1834
$33K ﹤0.01%
715
-139
1835
$33K ﹤0.01%
873
-782
1836
$33K ﹤0.01%
846
-260
1837
$33K ﹤0.01%
1,748
-774
1838
$33K ﹤0.01%
412
-3,218
1839
$33K ﹤0.01%
1,132
+244
1840
$33K ﹤0.01%
1,059
+889
1841
$33K ﹤0.01%
4,000
-4,000
1842
$33K ﹤0.01%
1,196
-1,390
1843
$33K ﹤0.01%
1,330
-1,696
1844
$32K ﹤0.01%
850
1845
$32K ﹤0.01%
3,263
+818
1846
$32K ﹤0.01%
741
-426
1847
$32K ﹤0.01%
1,185
+9
1848
$32K ﹤0.01%
1,370
-7,328
1849
$32K ﹤0.01%
533
+56
1850
$32K ﹤0.01%
1,200
72 73
74
75 76