IA

IFP Advisors Portfolio holdings

AUM $4.82B
1-Year Est. Return 20.25%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.25%
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
1976
$25K ﹤0.01%
2,020
+73
1977
$25K ﹤0.01%
42,478
-3,975
1978
$25K ﹤0.01%
1,551
+1,525
1979
$25K ﹤0.01%
1,020
+180
1980
$25K ﹤0.01%
1,948
-2,999
1981
$25K ﹤0.01%
402
1982
$25K ﹤0.01%
2,019
-1,428
1983
$25K ﹤0.01%
1,022
-48
1984
$25K ﹤0.01%
934
+834
1985
$25K ﹤0.01%
1,000
+5
1986
$24K ﹤0.01%
700
1987
$24K ﹤0.01%
1,926
-1,891
1988
$24K ﹤0.01%
319
-2,937
1989
$24K ﹤0.01%
1,000
-2,453
1990
$24K ﹤0.01%
3,920
1991
$24K ﹤0.01%
904
1992
$24K ﹤0.01%
996
-1,627
1993
$24K ﹤0.01%
750
1994
$24K ﹤0.01%
490
1995
$24K ﹤0.01%
1,330
-106
1996
$24K ﹤0.01%
640
-597
1997
$24K ﹤0.01%
964
+193
1998
$24K ﹤0.01%
967
-1,285
1999
$24K ﹤0.01%
4,526
-9,790
2000
$24K ﹤0.01%
3,158
+2,558
78 79
80
81 82