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
1901
$29K ﹤0.01%
1,520
1902
$29K ﹤0.01%
880
1903
$29K ﹤0.01%
267
-293
1904
$29K ﹤0.01%
496
+358
1905
$29K ﹤0.01%
1,250
-250
1906
$29K ﹤0.01%
741
+136
1907
$29K ﹤0.01%
4,003
-2,384
1908
$29K ﹤0.01%
554
+8
1909
$29K ﹤0.01%
786
+55
1910
$29K ﹤0.01%
2,000
1911
$28K ﹤0.01%
593
+32
1912
$28K ﹤0.01%
1,030
-37
1913
$28K ﹤0.01%
137
-21
1914
$28K ﹤0.01%
3,440
1915
$28K ﹤0.01%
+798
1916
$28K ﹤0.01%
1,091
-1,460
1917
$28K ﹤0.01%
2,862
-391
1918
$28K ﹤0.01%
19
1919
$28K ﹤0.01%
149
-102
1920
$28K ﹤0.01%
1,324
+230
1921
$28K ﹤0.01%
4,833
-500
1922
$28K ﹤0.01%
1,410
1923
$28K ﹤0.01%
1,050
1924
$28K ﹤0.01%
1,200
+800
1925
$28K ﹤0.01%
2,262
-893
75 76
77
78 79