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
1826
$33K ﹤0.01%
1,069
-95
1827
$33K ﹤0.01%
1,719
-123
1828
$33K ﹤0.01%
1,382
1829
$33K ﹤0.01%
1,059
+889
1830
$33K ﹤0.01%
1,196
-1,390
1831
$33K ﹤0.01%
1,330
-1,696
1832
$33K ﹤0.01%
4,000
-4,000
1833
$33K ﹤0.01%
902
1834
$33K ﹤0.01%
226
-13
1835
$33K ﹤0.01%
1,540
-13,573
1836
$33K ﹤0.01%
1,571
-12,807
1837
$33K ﹤0.01%
653
-107
1838
$33K ﹤0.01%
715
-139
1839
$33K ﹤0.01%
873
-782
1840
$33K ﹤0.01%
846
-260
1841
$33K ﹤0.01%
1,748
-774
1842
$33K ﹤0.01%
1,132
+244
1843
$33K ﹤0.01%
412
-3,218
1844
$32K ﹤0.01%
357
-3,945
1845
$32K ﹤0.01%
672
+4
1846
$32K ﹤0.01%
3,263
+818
1847
$32K ﹤0.01%
741
-426
1848
$32K ﹤0.01%
1,185
+9
1849
$32K ﹤0.01%
668
-339
1850
$32K ﹤0.01%
574
-287
72 73
74
75 76