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
2326
$13K ﹤0.01%
1,059
2327
$13K ﹤0.01%
1,343
-1,730
2328
$13K ﹤0.01%
302
+6
2329
$13K ﹤0.01%
1,967
-834
2330
$13K ﹤0.01%
840
-1,163
2331
$13K ﹤0.01%
329
-2
2332
$13K ﹤0.01%
530
-1,208
2333
$13K ﹤0.01%
229
+127
2334
$13K ﹤0.01%
276
+26
2335
$13K ﹤0.01%
825
2336
$13K ﹤0.01%
655
+135
2337
$13K ﹤0.01%
58
-29
2338
$13K ﹤0.01%
4,255
+48
2339
$13K ﹤0.01%
+1,063
2340
$13K ﹤0.01%
+1,250
2341
$13K ﹤0.01%
405
-343
2342
$13K ﹤0.01%
214
2343
$13K ﹤0.01%
230
+8
2344
$13K ﹤0.01%
+2,888
2345
$13K ﹤0.01%
232
+63
2346
$13K ﹤0.01%
214
+39
2347
$13K ﹤0.01%
352
2348
$13K ﹤0.01%
1,460
2349
$13K ﹤0.01%
459
2350
$13K ﹤0.01%
659
+385
92 93
94
95 96