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
2226
$16K ﹤0.01%
1,040
-1,302
2227
$16K ﹤0.01%
1,201
2228
$16K ﹤0.01%
1,215
+250
2229
$16K ﹤0.01%
734
2230
$16K ﹤0.01%
666
-6,814
2231
$16K ﹤0.01%
106
+11
2232
$16K ﹤0.01%
862
2233
$16K ﹤0.01%
+283
2234
$16K ﹤0.01%
450
-900
2235
$16K ﹤0.01%
600
-882
2236
$16K ﹤0.01%
98
-36
2237
$16K ﹤0.01%
673
+470
2238
$16K ﹤0.01%
390
-1,466
2239
$16K ﹤0.01%
501
+1
2240
$16K ﹤0.01%
423
-2,175
2241
$16K ﹤0.01%
440
+263
2242
$16K ﹤0.01%
290
-954
2243
$16K ﹤0.01%
129
+8
2244
$16K ﹤0.01%
1,185
2245
$16K ﹤0.01%
525
-460
2246
$16K ﹤0.01%
+1,811
2247
$15K ﹤0.01%
2,254
-282
2248
$15K ﹤0.01%
3,828
-2,522
2249
$15K ﹤0.01%
518
-260
2250
$15K ﹤0.01%
1,222
-246
88 89
90
91 92