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
1951
$26K ﹤0.01%
195
+78
1952
$26K ﹤0.01%
529
+204
1953
$26K ﹤0.01%
459
+74
1954
$26K ﹤0.01%
948
+168
1955
$26K ﹤0.01%
780
1956
$26K ﹤0.01%
993
+7
1957
$26K ﹤0.01%
279
+41
1958
$26K ﹤0.01%
4,511
-843
1959
$26K ﹤0.01%
1,000
1960
$26K ﹤0.01%
1,380
1961
$26K ﹤0.01%
554
-34
1962
$26K ﹤0.01%
168
-104
1963
$26K ﹤0.01%
2,582
1964
$26K ﹤0.01%
380
-87
1965
$26K ﹤0.01%
582
-255
1966
$26K ﹤0.01%
1,248
-2,671
1967
$26K ﹤0.01%
888
1968
$26K ﹤0.01%
3,490
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%
1,624
-32,055
1973
$25K ﹤0.01%
1,044
-969
1974
$25K ﹤0.01%
368
-216
1975
$25K ﹤0.01%
2,020
+73
77 78
79
80 81