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
201
$1.85M 0.11%
72,190
-37,450
202
$1.85M 0.11%
46,484
+6,284
203
$1.83M 0.11%
92,209
-44,622
204
$1.82M 0.11%
19,323
+4,578
205
$1.8M 0.11%
37,444
+1,908
206
$1.8M 0.11%
28,283
-13,488
207
$1.8M 0.11%
16,295
+572
208
$1.79M 0.11%
15,710
-3,162
209
$1.79M 0.11%
171,745
+34,443
210
$1.79M 0.11%
16,233
-81,390
211
$1.78M 0.11%
65,598
-3,478
212
$1.77M 0.11%
22,091
+222
213
$1.77M 0.11%
16,359
-1,462
214
$1.76M 0.11%
26,944
-25
215
$1.74M 0.11%
66,574
-32,790
216
$1.72M 0.1%
16,234
+411
217
$1.71M 0.1%
35,582
-536
218
$1.7M 0.1%
60,930
-5,881
219
$1.69M 0.1%
28,453
-7,669
220
$1.68M 0.1%
21,385
-10,629
221
$1.67M 0.1%
18,661
-259
222
$1.63M 0.1%
19,546
-4,426
223
$1.63M 0.1%
19,325
+415
224
$1.61M 0.1%
21,930
-8,226
225
$1.6M 0.1%
77,478
-95,361
7 8
9
10 11