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
1926
$28K ﹤0.01%
215
-43
1927
$27K ﹤0.01%
6,797
-838
1928
$27K ﹤0.01%
1,434
-7,709
1929
$27K ﹤0.01%
635
-335
1930
$27K ﹤0.01%
475
+320
1931
$27K ﹤0.01%
1,134
-2,109
1932
$27K ﹤0.01%
581
+33
1933
$27K ﹤0.01%
8,561
-390
1934
$27K ﹤0.01%
364
+5
1935
$27K ﹤0.01%
348
+122
1936
$27K ﹤0.01%
411
+33
1937
$27K ﹤0.01%
914
-275
1938
$27K ﹤0.01%
538
1939
$27K ﹤0.01%
2,190
1940
$27K ﹤0.01%
712
-1,923
1941
$27K ﹤0.01%
795
-171
1942
$27K ﹤0.01%
2,163
-156
1943
$27K ﹤0.01%
3,576
-10,866
1944
$27K ﹤0.01%
1,061
+700
1945
$27K ﹤0.01%
1,789
+18
1946
$26K ﹤0.01%
528
-48
1947
$26K ﹤0.01%
663
-3,313
1948
$26K ﹤0.01%
439
-26
1949
$26K ﹤0.01%
579
1950
$26K ﹤0.01%
506
-231
76 77
78
79 80