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
1876
$30K ﹤0.01%
754
+27
1877
$30K ﹤0.01%
3,419
-114
1878
$30K ﹤0.01%
1,484
1879
$30K ﹤0.01%
1,328
+252
1880
$30K ﹤0.01%
300
+150
1881
$30K ﹤0.01%
1,825
1882
$30K ﹤0.01%
700
-73
1883
$30K ﹤0.01%
1,450
1884
$30K ﹤0.01%
1,738
-951
1885
$30K ﹤0.01%
7,000
1886
$30K ﹤0.01%
2,000
+658
1887
$30K ﹤0.01%
419
+26
1888
$30K ﹤0.01%
642
-112
1889
$30K ﹤0.01%
208
-93
1890
$30K ﹤0.01%
1,208
+212
1891
$29K ﹤0.01%
441
+191
1892
$29K ﹤0.01%
2,580
1893
$29K ﹤0.01%
2,300
1894
$29K ﹤0.01%
786
+55
1895
$29K ﹤0.01%
444
-1
1896
$29K ﹤0.01%
250
-623
1897
$29K ﹤0.01%
3,000
1898
$29K ﹤0.01%
1,520
1899
$29K ﹤0.01%
880
1900
$29K ﹤0.01%
3,986
-2,703
74 75
76
77 78