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
2326
$13K ﹤0.01%
825
2327
$13K ﹤0.01%
655
+135
2328
$13K ﹤0.01%
58
-29
2329
$13K ﹤0.01%
4,255
+48
2330
$13K ﹤0.01%
+1,063
2331
$13K ﹤0.01%
750
-298
2332
$13K ﹤0.01%
1,350
-200
2333
$13K ﹤0.01%
405
-343
2334
$13K ﹤0.01%
214
2335
$13K ﹤0.01%
230
+8
2336
$13K ﹤0.01%
+2,888
2337
$13K ﹤0.01%
232
+63
2338
$13K ﹤0.01%
120
-77
2339
$13K ﹤0.01%
1,515
2340
$13K ﹤0.01%
5,772
-1,264
2341
$13K ﹤0.01%
302
+6
2342
$13K ﹤0.01%
1,967
-834
2343
$13K ﹤0.01%
108
+103
2344
$13K ﹤0.01%
+1,250
2345
$13K ﹤0.01%
276
+26
2346
$13K ﹤0.01%
1,059
2347
$13K ﹤0.01%
214
+39
2348
$13K ﹤0.01%
352
2349
$13K ﹤0.01%
1,460
2350
$13K ﹤0.01%
459
92 93
94
95 96