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
1851
$32K ﹤0.01%
622
-3,860
1852
$32K ﹤0.01%
1,094
-3,505
1853
$32K ﹤0.01%
439
-148
1854
$32K ﹤0.01%
1,370
-7,328
1855
$32K ﹤0.01%
850
1856
$32K ﹤0.01%
533
+56
1857
$32K ﹤0.01%
1,200
1858
$32K ﹤0.01%
354
+19
1859
$32K ﹤0.01%
825
-50
1860
$32K ﹤0.01%
3,102
+2,902
1861
$31K ﹤0.01%
3,050
1862
$31K ﹤0.01%
1,440
-786
1863
$31K ﹤0.01%
1,687
1864
$31K ﹤0.01%
750
1865
$31K ﹤0.01%
962
-158
1866
$31K ﹤0.01%
2,807
-288
1867
$31K ﹤0.01%
554
1868
$31K ﹤0.01%
470
-40
1869
$31K ﹤0.01%
670
1870
$31K ﹤0.01%
361
-250
1871
$31K ﹤0.01%
289
-19
1872
$30K ﹤0.01%
300
+150
1873
$30K ﹤0.01%
1,825
1874
$30K ﹤0.01%
700
-73
1875
$30K ﹤0.01%
1,450
73 74
75
76 77