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
2201
$17K ﹤0.01%
+200
2202
$16K ﹤0.01%
430
+3
2203
$16K ﹤0.01%
3,047
+2,052
2204
$16K ﹤0.01%
790
-430
2205
$16K ﹤0.01%
550
-175
2206
$16K ﹤0.01%
516
+138
2207
$16K ﹤0.01%
596
-510
2208
$16K ﹤0.01%
1,981
+724
2209
$16K ﹤0.01%
+1,429
2210
$16K ﹤0.01%
369
-1
2211
$16K ﹤0.01%
468
-260
2212
$16K ﹤0.01%
731
-2,440
2213
$16K ﹤0.01%
500
2214
$16K ﹤0.01%
1,378
-4,952
2215
$16K ﹤0.01%
504
+30
2216
$16K ﹤0.01%
117
-99
2217
$16K ﹤0.01%
301
-78
2218
$16K ﹤0.01%
2,400
-635
2219
$16K ﹤0.01%
513
-17
2220
$16K ﹤0.01%
+301
2221
$16K ﹤0.01%
1,281
+11
2222
$16K ﹤0.01%
618
+403
2223
$16K ﹤0.01%
2,045
-5,500
2224
$16K ﹤0.01%
1,720
+210
2225
$16K ﹤0.01%
84
-46
87 88
89
90 91