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
2226
$16K ﹤0.01%
666
-6,814
2227
$16K ﹤0.01%
106
+11
2228
$16K ﹤0.01%
862
2229
$16K ﹤0.01%
+283
2230
$16K ﹤0.01%
450
-900
2231
$16K ﹤0.01%
673
+470
2232
$16K ﹤0.01%
390
-1,466
2233
$16K ﹤0.01%
423
-2,175
2234
$16K ﹤0.01%
440
+263
2235
$16K ﹤0.01%
290
-954
2236
$16K ﹤0.01%
117
-99
2237
$16K ﹤0.01%
+301
2238
$16K ﹤0.01%
1,281
+11
2239
$16K ﹤0.01%
618
+403
2240
$16K ﹤0.01%
2,045
-5,500
2241
$16K ﹤0.01%
129
+8
2242
$16K ﹤0.01%
1,720
+210
2243
$16K ﹤0.01%
1,185
2244
$16K ﹤0.01%
504
+30
2245
$16K ﹤0.01%
1,040
-1,302
2246
$16K ﹤0.01%
1,201
2247
$15K ﹤0.01%
925
-2,836
2248
$15K ﹤0.01%
477
-406
2249
$15K ﹤0.01%
166
-294
2250
$15K ﹤0.01%
693
-3,035
88 89
90
91 92