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
2301
$14K ﹤0.01%
200
2302
$14K ﹤0.01%
1,440
-3,328
2303
$14K ﹤0.01%
+1,124
2304
$14K ﹤0.01%
584
2305
$14K ﹤0.01%
248
2306
$14K ﹤0.01%
309
-172
2307
$14K ﹤0.01%
311
-1,232
2308
$14K ﹤0.01%
1,007
+402
2309
$14K ﹤0.01%
893
-634
2310
$14K ﹤0.01%
648
2311
$14K ﹤0.01%
135
+101
2312
$14K ﹤0.01%
400
2313
$14K ﹤0.01%
500
-500
2314
$14K ﹤0.01%
378
+128
2315
$14K ﹤0.01%
1,832
+31
2316
$14K ﹤0.01%
828
-121
2317
$14K ﹤0.01%
683
-502
2318
$14K ﹤0.01%
1,270
-277
2319
$13K ﹤0.01%
108
+103
2320
$13K ﹤0.01%
655
+135
2321
$13K ﹤0.01%
58
-29
2322
$13K ﹤0.01%
4,255
+48
2323
$13K ﹤0.01%
+1,063
2324
$13K ﹤0.01%
+1,250
2325
$13K ﹤0.01%
750
-298
91 92
93
94 95