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
2026
$23K ﹤0.01%
500
2027
$23K ﹤0.01%
1,929
+832
2028
$23K ﹤0.01%
937
2029
$23K ﹤0.01%
5,000
-2,000
2030
$23K ﹤0.01%
310
-71
2031
$23K ﹤0.01%
907
+110
2032
$23K ﹤0.01%
716
-148
2033
$23K ﹤0.01%
2,500
-1,250
2034
$23K ﹤0.01%
1,000
2035
$23K ﹤0.01%
313
-19
2036
$23K ﹤0.01%
1,507
-70,457
2037
$23K ﹤0.01%
426
-68
2038
$23K ﹤0.01%
1,000
2039
$23K ﹤0.01%
478
-15
2040
$22K ﹤0.01%
188
-286
2041
$22K ﹤0.01%
1,298
+90
2042
$22K ﹤0.01%
200
+50
2043
$22K ﹤0.01%
641
-107
2044
$22K ﹤0.01%
2,368
-1,761
2045
$22K ﹤0.01%
+3,200
2046
$22K ﹤0.01%
317
-112
2047
$22K ﹤0.01%
496
+133
2048
$22K ﹤0.01%
1,719
+15
2049
$22K ﹤0.01%
300
2050
$22K ﹤0.01%
717
80 81
82
83 84