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
2176
$18K ﹤0.01%
500
2177
$18K ﹤0.01%
417
+9
2178
$17K ﹤0.01%
+200
2179
$17K ﹤0.01%
238
-229
2180
$17K ﹤0.01%
1,508
+1,181
2181
$17K ﹤0.01%
700
2182
$17K ﹤0.01%
737
+120
2183
$17K ﹤0.01%
2,400
-2,000
2184
$17K ﹤0.01%
763
-747
2185
$17K ﹤0.01%
3,465
-7,918
2186
$17K ﹤0.01%
+562
2187
$17K ﹤0.01%
154
+66
2188
$17K ﹤0.01%
200
-82
2189
$17K ﹤0.01%
15,000
2190
$17K ﹤0.01%
1,537
-1,497
2191
$17K ﹤0.01%
362
2192
$17K ﹤0.01%
385
2193
$17K ﹤0.01%
345
-102
2194
$17K ﹤0.01%
179
-6
2195
$17K ﹤0.01%
1,055
2196
$17K ﹤0.01%
300
2197
$17K ﹤0.01%
1,022
-634
2198
$17K ﹤0.01%
1,515
+479
2199
– –
0
2200
$17K ﹤0.01%
256
+45
86 87
88
89 90