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
2051
$22K ﹤0.01%
200
+50
2052
$22K ﹤0.01%
836
-4
2053
$22K ﹤0.01%
298
+48
2054
$22K ﹤0.01%
641
-107
2055
$22K ﹤0.01%
2,368
-1,761
2056
$22K ﹤0.01%
+3,200
2057
$22K ﹤0.01%
317
-112
2058
$22K ﹤0.01%
496
+133
2059
$22K ﹤0.01%
1,719
+15
2060
$22K ﹤0.01%
300
2061
$22K ﹤0.01%
717
2062
$22K ﹤0.01%
317
-51
2063
$22K ﹤0.01%
495
2064
$22K ﹤0.01%
45,889
-11,190
2065
$22K ﹤0.01%
278
+6
2066
$22K ﹤0.01%
879
-135
2067
$22K ﹤0.01%
3,142
-2,299
2068
$22K ﹤0.01%
10,000
2069
$22K ﹤0.01%
1,300
2070
$22K ﹤0.01%
588
-4,215
2071
$22K ﹤0.01%
456
+86
2072
$22K ﹤0.01%
400
2073
$21K ﹤0.01%
365
2074
$21K ﹤0.01%
744
2075
$21K ﹤0.01%
1,016
+164
81 82
83
84 85