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
1951
$26K ﹤0.01%
3,490
1952
$26K ﹤0.01%
2,582
1953
$26K ﹤0.01%
380
-87
1954
$26K ﹤0.01%
1,248
-2,671
1955
$26K ﹤0.01%
888
1956
$26K ﹤0.01%
528
-48
1957
$26K ﹤0.01%
663
-3,313
1958
$26K ﹤0.01%
195
+78
1959
$26K ﹤0.01%
529
+204
1960
$26K ﹤0.01%
459
+74
1961
$26K ﹤0.01%
948
+168
1962
$26K ﹤0.01%
780
1963
$26K ﹤0.01%
993
+7
1964
$26K ﹤0.01%
279
+41
1965
$26K ﹤0.01%
4,511
-843
1966
$26K ﹤0.01%
1,000
1967
$26K ﹤0.01%
554
-34
1968
$26K ﹤0.01%
168
-104
1969
$25K ﹤0.01%
1,948
-2,999
1970
$25K ﹤0.01%
2,128
+889
1971
$25K ﹤0.01%
281
-12
1972
$25K ﹤0.01%
710
-2,191
1973
$25K ﹤0.01%
1,624
-32,055
1974
$25K ﹤0.01%
1,044
-969
1975
$25K ﹤0.01%
368
-216
77 78
79
80 81