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
2001
$24K ﹤0.01%
324
-3
2002
$24K ﹤0.01%
740
-354
2003
$24K ﹤0.01%
780
+207
2004
$24K ﹤0.01%
592
-918
2005
$24K ﹤0.01%
808
-29
2006
$24K ﹤0.01%
669
-41
2007
$24K ﹤0.01%
517
+465
2008
$24K ﹤0.01%
1,150
+204
2009
$24K ﹤0.01%
1,635
-4,323
2010
$24K ﹤0.01%
1,502
-652
2011
$24K ﹤0.01%
+2,296
2012
$24K ﹤0.01%
1,382
-603
2013
$24K ﹤0.01%
1,150
+204
2014
$23K ﹤0.01%
1,050
-200
2015
$23K ﹤0.01%
148
+25
2016
$23K ﹤0.01%
+3,635
2017
$23K ﹤0.01%
394
-67
2018
$23K ﹤0.01%
940
-229
2019
$23K ﹤0.01%
880
-110
2020
$23K ﹤0.01%
1,490
-328
2021
$23K ﹤0.01%
1,250
2022
$23K ﹤0.01%
412
+96
2023
$23K ﹤0.01%
181
+50
2024
$23K ﹤0.01%
55
2025
$23K ﹤0.01%
1,151
-1,124
79 80
81
82 83