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
2151
$19K ﹤0.01%
604
-134
2152
$19K ﹤0.01%
4,259
-99
2153
$19K ﹤0.01%
186
-417
2154
$18K ﹤0.01%
831
-3,751
2155
$18K ﹤0.01%
1,058
+991
2156
$18K ﹤0.01%
3,304
2157
$18K ﹤0.01%
40
-111
2158
$18K ﹤0.01%
755
+85
2159
$18K ﹤0.01%
611
-50
2160
$18K ﹤0.01%
959
-788
2161
$18K ﹤0.01%
279
2162
$18K ﹤0.01%
450
+100
2163
$18K ﹤0.01%
613
+152
2164
$18K ﹤0.01%
290
-123
2165
$18K ﹤0.01%
640
+142
2166
$18K ﹤0.01%
2,998
+1,206
2167
$18K ﹤0.01%
1,294
-470
2168
$18K ﹤0.01%
933
-27
2169
$18K ﹤0.01%
935
-291
2170
$18K ﹤0.01%
504
2171
$18K ﹤0.01%
231
2172
$18K ﹤0.01%
257
+18
2173
$18K ﹤0.01%
297
2174
$18K ﹤0.01%
592
+92
2175
$18K ﹤0.01%
696
+4
85 86
87
88 89