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
176
$2.15M 0.13%
48,862
-25,084
177
$2.1M 0.13%
40,093
-18,459
178
$2.09M 0.13%
39,039
+2,774
179
$2.08M 0.13%
30,603
-14,705
180
$2.06M 0.13%
22,474
-1,456
181
$2.06M 0.13%
51,205
-864
182
$2.05M 0.13%
47,475
-28,629
183
$2.05M 0.12%
12,930
-7,003
184
$2.04M 0.12%
39,023
-32,966
185
$2.02M 0.12%
19,365
-5,503
186
$2.02M 0.12%
45,133
-25,805
187
$1.99M 0.12%
24,113
-31,290
188
$1.98M 0.12%
20,120
-9,757
189
$1.98M 0.12%
9,806
-122
190
$1.98M 0.12%
30,688
+1,961
191
$1.97M 0.12%
17,883
+13,926
192
$1.97M 0.12%
56,639
+2,749
193
$1.97M 0.12%
42,721
-10,679
194
$1.96M 0.12%
31,260
+151
195
$1.96M 0.12%
42,264
-8,990
196
$1.95M 0.12%
40,011
-1,938
197
$1.94M 0.12%
40,629
-6,006
198
$1.9M 0.12%
36,880
-19,604
199
$1.88M 0.11%
41,736
-2,959
200
$1.85M 0.11%
57,125
+336
6 7
8
9 10