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
2351
$13K ﹤0.01%
659
+385
2352
$13K ﹤0.01%
1,343
-1,730
2353
$13K ﹤0.01%
290
+214
2354
$12K ﹤0.01%
1,000
2355
$12K ﹤0.01%
429
2356
$12K ﹤0.01%
835
-1,027
2357
$12K ﹤0.01%
902
2358
$12K ﹤0.01%
258
2359
$12K ﹤0.01%
291
-1,383
2360
$12K ﹤0.01%
244
+56
2361
$12K ﹤0.01%
298
-42
2362
$12K ﹤0.01%
288
-3,475
2363
$12K ﹤0.01%
205
-2
2364
$12K ﹤0.01%
950
+240
2365
$12K ﹤0.01%
516
-897
2366
$12K ﹤0.01%
679
-5,919
2367
$12K ﹤0.01%
1,115
-165
2368
$12K ﹤0.01%
1,083
-180
2369
$12K ﹤0.01%
699
2370
$12K ﹤0.01%
475
-208
2371
$12K ﹤0.01%
300
2372
$12K ﹤0.01%
497
2373
$12K ﹤0.01%
150
-331
2374
$12K ﹤0.01%
1,771
-682
2375
$12K ﹤0.01%
497
+42
93 94
95
96 97