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
2076
$21K ﹤0.01%
365
2077
$21K ﹤0.01%
474
+85
2078
$21K ﹤0.01%
209
+51
2079
$21K ﹤0.01%
958
2080
$21K ﹤0.01%
1,016
+164
2081
$21K ﹤0.01%
892
+17
2082
$21K ﹤0.01%
405
2083
$21K ﹤0.01%
3,864
+3,449
2084
$21K ﹤0.01%
2,209
-3,500
2085
$21K ﹤0.01%
927
-514
2086
$21K ﹤0.01%
400
2087
$21K ﹤0.01%
172
2088
$21K ﹤0.01%
413
-3,025
2089
$21K ﹤0.01%
230
-5
2090
$21K ﹤0.01%
4,946
+1,008
2091
$21K ﹤0.01%
605
+37
2092
$21K ﹤0.01%
382
-120
2093
$21K ﹤0.01%
558
-852
2094
$21K ﹤0.01%
511
+150
2095
$21K ﹤0.01%
1,040
2096
$21K ﹤0.01%
271
-340
2097
$21K ﹤0.01%
2,088
+25
2098
$21K ﹤0.01%
1,200
-500
2099
$21K ﹤0.01%
770
2100
$20K ﹤0.01%
1,000
82 83
84
85 86