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
2101
$20K ﹤0.01%
88
-24
2102
$20K ﹤0.01%
3,115
-25,736
2103
$20K ﹤0.01%
2,717
+2,208
2104
$20K ﹤0.01%
1,121
-3,453
2105
$20K ﹤0.01%
368
+66
2106
$20K ﹤0.01%
1,075
-700
2107
$20K ﹤0.01%
1,000
2108
$20K ﹤0.01%
1,487
2109
$20K ﹤0.01%
571
+102
2110
$20K ﹤0.01%
472
-26
2111
$20K ﹤0.01%
798
+2
2112
$20K ﹤0.01%
1,808
+45
2113
$20K ﹤0.01%
345
-89
2114
$20K ﹤0.01%
475
2115
$20K ﹤0.01%
400
-645
2116
$20K ﹤0.01%
622
+124
2117
$20K ﹤0.01%
436
+369
2118
$20K ﹤0.01%
1,116
2119
$20K ﹤0.01%
3,090
-10,356
2120
$20K ﹤0.01%
831
2121
$20K ﹤0.01%
405
2122
$20K ﹤0.01%
600
-300
2123
$20K ﹤0.01%
1,536
+968
2124
$20K ﹤0.01%
1,807
+81
2125
$20K ﹤0.01%
642
83 84
85
86 87