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
2376
$12K ﹤0.01%
3
2377
$12K ﹤0.01%
297
-704
2378
$12K ﹤0.01%
278
-372
2379
$12K ﹤0.01%
1,010
-6,230
2380
$12K ﹤0.01%
112
+5
2381
$12K ﹤0.01%
96
2382
$12K ﹤0.01%
159
-2,622
2383
$12K ﹤0.01%
1,000
-2,999
2384
$12K ﹤0.01%
74
+64
2385
$12K ﹤0.01%
209
2386
$12K ﹤0.01%
305
+300
2387
$12K ﹤0.01%
954
-200
2388
$12K ﹤0.01%
+341
2389
$12K ﹤0.01%
1,015
-2,396
2390
$12K ﹤0.01%
300
-156
2391
$12K ﹤0.01%
901
-2,253
2392
$12K ﹤0.01%
252
2393
$12K ﹤0.01%
270
-147
2394
$12K ﹤0.01%
+254
2395
$12K ﹤0.01%
+340
2396
$12K ﹤0.01%
917
2397
$12K ﹤0.01%
122
+45
2398
$12K ﹤0.01%
297
+70
2399
$12K ﹤0.01%
102
-213
2400
$12K ﹤0.01%
113
-83
94 95
96
97 98