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
1876
$30K ﹤0.01%
1,738
-951
1877
$30K ﹤0.01%
7,000
1878
$30K ﹤0.01%
2,000
+658
1879
$30K ﹤0.01%
719
+219
1880
$30K ﹤0.01%
457
-41
1881
$30K ﹤0.01%
754
+27
1882
$30K ﹤0.01%
419
+26
1883
$30K ﹤0.01%
3,419
-114
1884
$30K ﹤0.01%
1,484
1885
$30K ﹤0.01%
1,920
-62,147
1886
$30K ﹤0.01%
642
-112
1887
$30K ﹤0.01%
208
-93
1888
$30K ﹤0.01%
955
1889
$30K ﹤0.01%
1,208
+212
1890
$30K ﹤0.01%
1,328
+252
1891
$29K ﹤0.01%
441
+191
1892
$29K ﹤0.01%
3,986
-2,703
1893
$29K ﹤0.01%
2,580
1894
$29K ﹤0.01%
2,300
1895
$29K ﹤0.01%
1,411
-24,988
1896
$29K ﹤0.01%
7,800
-454
1897
$29K ﹤0.01%
747
-125
1898
$29K ﹤0.01%
444
-1
1899
$29K ﹤0.01%
250
-623
1900
$29K ﹤0.01%
3,000
74 75
76
77 78