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
2301
$14K ﹤0.01%
311
-1,232
2302
$14K ﹤0.01%
1,007
+402
2303
$14K ﹤0.01%
893
-634
2304
$14K ﹤0.01%
648
2305
$14K ﹤0.01%
135
+101
2306
$14K ﹤0.01%
400
2307
$14K ﹤0.01%
500
-500
2308
$14K ﹤0.01%
4,048
+1,000
2309
$14K ﹤0.01%
234
2310
$14K ﹤0.01%
237
-572
2311
$14K ﹤0.01%
2,895
-1,014
2312
$14K ﹤0.01%
350
2313
$14K ﹤0.01%
1,474
-1,230
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%
840
-1,163
2320
$13K ﹤0.01%
329
-2
2321
$13K ﹤0.01%
300
2322
$13K ﹤0.01%
530
-1,208
2323
$13K ﹤0.01%
429
+45
2324
$13K ﹤0.01%
483
+421
2325
$13K ﹤0.01%
229
+127
91 92
93
94 95