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
2176
$18K ﹤0.01%
640
+142
2177
$18K ﹤0.01%
2,998
+1,206
2178
$17K ﹤0.01%
763
-747
2179
$17K ﹤0.01%
3,465
-7,918
2180
$17K ﹤0.01%
+562
2181
$17K ﹤0.01%
154
+66
2182
$17K ﹤0.01%
200
-82
2183
$17K ﹤0.01%
15,000
2184
$17K ﹤0.01%
1,537
-1,497
2185
$17K ﹤0.01%
362
2186
$17K ﹤0.01%
179
-6
2187
$17K ﹤0.01%
1,022
-634
2188
$17K ﹤0.01%
1,515
+479
2189
– –
0
2190
$17K ﹤0.01%
256
+45
2191
$17K ﹤0.01%
238
-229
2192
$17K ﹤0.01%
1,508
+1,181
2193
$17K ﹤0.01%
700
2194
$17K ﹤0.01%
900
2195
$17K ﹤0.01%
737
+120
2196
$17K ﹤0.01%
2,400
-2,000
2197
$17K ﹤0.01%
345
-102
2198
$17K ﹤0.01%
385
2199
$17K ﹤0.01%
1,055
2200
$17K ﹤0.01%
300
86 87
88
89 90