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
2126
$19K ﹤0.01%
1,186
+750
2127
$19K ﹤0.01%
723
+132
2128
$19K ﹤0.01%
600
2129
$19K ﹤0.01%
480
-601
2130
$19K ﹤0.01%
1,069
2131
$19K ﹤0.01%
222
+71
2132
$19K ﹤0.01%
1,702
-1
2133
$19K ﹤0.01%
720
+15
2134
$19K ﹤0.01%
594
-1,553
2135
$19K ﹤0.01%
1,582
2136
$19K ﹤0.01%
1,328
-570
2137
$19K ﹤0.01%
715
-2,970
2138
$19K ﹤0.01%
150
2139
$19K ﹤0.01%
308
+208
2140
$19K ﹤0.01%
647
+353
2141
$19K ﹤0.01%
326
+38
2142
$19K ﹤0.01%
2,275
-966
2143
$19K ﹤0.01%
1,624
2144
$19K ﹤0.01%
1,030
2145
$19K ﹤0.01%
651
-1,417
2146
$19K ﹤0.01%
1,422
-963
2147
$19K ﹤0.01%
294
+132
2148
$19K ﹤0.01%
+1,500
2149
$19K ﹤0.01%
462
+156
2150
$19K ﹤0.01%
882
-188
84 85
86
87 88