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
2051
$22K ﹤0.01%
317
-51
2052
$22K ﹤0.01%
495
2053
$22K ﹤0.01%
45,889
-11,190
2054
$22K ﹤0.01%
2,110
-305
2055
$22K ﹤0.01%
278
+6
2056
$22K ﹤0.01%
879
-135
2057
$22K ﹤0.01%
1,600
2058
$22K ﹤0.01%
667
-290
2059
$22K ﹤0.01%
550
2060
$22K ﹤0.01%
3,142
-2,299
2061
$22K ﹤0.01%
10,000
2062
$22K ﹤0.01%
1,300
2063
$22K ﹤0.01%
588
-4,215
2064
$22K ﹤0.01%
456
+86
2065
$22K ﹤0.01%
400
2066
$22K ﹤0.01%
592
+89
2067
$22K ﹤0.01%
428
+1
2068
$22K ﹤0.01%
414
-550
2069
$22K ﹤0.01%
170
-2
2070
$22K ﹤0.01%
2,004
-30,219
2071
$22K ﹤0.01%
836
-4
2072
$22K ﹤0.01%
298
+48
2073
$21K ﹤0.01%
744
2074
$21K ﹤0.01%
1,016
+164
2075
$21K ﹤0.01%
892
+17
81 82
83
84 85