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
2251
$15K ﹤0.01%
2,343
2252
$15K ﹤0.01%
800
2253
$15K ﹤0.01%
855
-1,200
2254
$15K ﹤0.01%
872
2255
$15K ﹤0.01%
1,297
2256
$15K ﹤0.01%
180
+3
2257
$15K ﹤0.01%
600
2258
$15K ﹤0.01%
518
-260
2259
$15K ﹤0.01%
1,222
-246
2260
$15K ﹤0.01%
724
-746
2261
$15K ﹤0.01%
2,254
-282
2262
$15K ﹤0.01%
3,828
-2,522
2263
$15K ﹤0.01%
397
+337
2264
$15K ﹤0.01%
117
-297
2265
$15K ﹤0.01%
475
2266
$15K ﹤0.01%
243
-457
2267
$15K ﹤0.01%
1,025
-45
2268
$15K ﹤0.01%
600
-112
2269
$15K ﹤0.01%
566
-139
2270
$15K ﹤0.01%
276
+10
2271
$15K ﹤0.01%
432
-8
2272
$15K ﹤0.01%
1,222
-54
2273
$15K ﹤0.01%
605
2274
$15K ﹤0.01%
1,478
-7,544
2275
$15K ﹤0.01%
772
+474
89 90
91
92 93