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
2351
$13K ﹤0.01%
5,772
-1,264
2352
$13K ﹤0.01%
302
+6
2353
$13K ﹤0.01%
1,967
-834
2354
$12K ﹤0.01%
3
2355
$12K ﹤0.01%
297
-704
2356
$12K ﹤0.01%
1,000
2357
$12K ﹤0.01%
429
2358
$12K ﹤0.01%
835
-1,027
2359
$12K ﹤0.01%
902
2360
$12K ﹤0.01%
258
2361
$12K ﹤0.01%
291
-1,383
2362
$12K ﹤0.01%
244
+56
2363
$12K ﹤0.01%
298
-42
2364
$12K ﹤0.01%
288
-3,475
2365
$12K ﹤0.01%
205
-2
2366
$12K ﹤0.01%
950
+240
2367
$12K ﹤0.01%
516
-897
2368
$12K ﹤0.01%
679
-5,919
2369
$12K ﹤0.01%
1,115
-165
2370
$12K ﹤0.01%
1,083
-180
2371
$12K ﹤0.01%
699
2372
$12K ﹤0.01%
300
-156
2373
$12K ﹤0.01%
901
-2,253
2374
$12K ﹤0.01%
252
2375
$12K ﹤0.01%
270
-147
93 94
95
96 97