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
2401
$12K ﹤0.01%
1,015
-2,396
2402
$11K ﹤0.01%
825
2403
$11K ﹤0.01%
434
-53
2404
$11K ﹤0.01%
216
+1
2405
$11K ﹤0.01%
667
2406
$11K ﹤0.01%
94
-140
2407
$11K ﹤0.01%
+430
2408
$11K ﹤0.01%
393
-430
2409
$11K ﹤0.01%
428
-72
2410
$11K ﹤0.01%
338
-104
2411
$11K ﹤0.01%
325
-601
2412
$11K ﹤0.01%
1,000
2413
$11K ﹤0.01%
3,055
-1,000
2414
$11K ﹤0.01%
233
-4,580
2415
$11K ﹤0.01%
589
-36
2416
$11K ﹤0.01%
1,000
2417
$11K ﹤0.01%
394
-398
2418
$11K ﹤0.01%
366
+77
2419
$11K ﹤0.01%
149
+10
2420
$11K ﹤0.01%
4,127
-6,228
2421
$11K ﹤0.01%
236
2422
$11K ﹤0.01%
734
+42
2423
$11K ﹤0.01%
1,000
+958
2424
$11K ﹤0.01%
8,434
-5,500
2425
$11K ﹤0.01%
380
+93
95 96
97
98 99