IA

IFP Advisors Portfolio holdings

AUM $4.45B
1-Year Est. Return 19.36%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.36%
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
2026
$23K ﹤0.01%
1,929
+832
2027
$23K ﹤0.01%
937
2028
$23K ﹤0.01%
5,000
-2,000
2029
$23K ﹤0.01%
310
-71
2030
$23K ﹤0.01%
907
+110
2031
$23K ﹤0.01%
716
-148
2032
$23K ﹤0.01%
1,000
2033
$23K ﹤0.01%
313
-19
2034
$23K ﹤0.01%
1,507
-70,457
2035
$23K ﹤0.01%
426
-68
2036
$23K ﹤0.01%
1,000
2037
$23K ﹤0.01%
478
-15
2038
$23K ﹤0.01%
55
2039
$23K ﹤0.01%
2,500
-1,250
2040
$22K ﹤0.01%
1,600
2041
$22K ﹤0.01%
1,719
+15
2042
$22K ﹤0.01%
300
2043
$22K ﹤0.01%
717
2044
$22K ﹤0.01%
317
-51
2045
$22K ﹤0.01%
495
2046
$22K ﹤0.01%
667
-290
2047
$22K ﹤0.01%
456
+86
2048
$22K ﹤0.01%
592
+89
2049
$22K ﹤0.01%
188
-286
2050
$22K ﹤0.01%
1,298
+90
80 81
82
83 84