IA

IFP Advisors Portfolio holdings

AUM $4.82B
1-Year Est. Return 20.25%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.25%
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
2276
$15K ﹤0.01%
389
2277
$15K ﹤0.01%
656
-46
2278
$15K ﹤0.01%
180
+3
2279
$15K ﹤0.01%
1,200
2280
$15K ﹤0.01%
324
-90
2281
$15K ﹤0.01%
1,061
-181
2282
$15K ﹤0.01%
598
-815
2283
$15K ﹤0.01%
600
2284
$15K ﹤0.01%
998
+7
2285
$15K ﹤0.01%
525
2286
$14K ﹤0.01%
200
-361
2287
$14K ﹤0.01%
688
-2,635
2288
$14K ﹤0.01%
8,073
+7,847
2289
$14K ﹤0.01%
1,030
-2,964
2290
$14K ﹤0.01%
785
-317
2291
$14K ﹤0.01%
734
2292
$14K ﹤0.01%
320
+176
2293
$14K ﹤0.01%
+4,554
2294
$14K ﹤0.01%
4,048
+1,000
2295
$14K ﹤0.01%
657
2296
$14K ﹤0.01%
234
2297
$14K ﹤0.01%
237
-572
2298
$14K ﹤0.01%
2,895
-1,014
2299
$14K ﹤0.01%
350
2300
$14K ﹤0.01%
1,474
-1,230
90 91
92
93 94