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
2401
$12K ﹤0.01%
500
2402
$11K ﹤0.01%
94
-140
2403
$11K ﹤0.01%
+430
2404
$11K ﹤0.01%
393
-430
2405
$11K ﹤0.01%
428
-72
2406
$11K ﹤0.01%
338
-104
2407
$11K ﹤0.01%
325
-601
2408
$11K ﹤0.01%
1,000
2409
$11K ﹤0.01%
3,055
-1,000
2410
$11K ﹤0.01%
233
-4,580
2411
$11K ﹤0.01%
589
-36
2412
$11K ﹤0.01%
1,000
2413
$11K ﹤0.01%
394
-398
2414
$11K ﹤0.01%
366
+77
2415
$11K ﹤0.01%
149
+10
2416
$11K ﹤0.01%
4,127
-6,228
2417
$11K ﹤0.01%
236
2418
$11K ﹤0.01%
380
+93
2419
$11K ﹤0.01%
2,115
2420
$11K ﹤0.01%
500
2421
$11K ﹤0.01%
147
-7
2422
$11K ﹤0.01%
172
-122
2423
– –
0
2424
$11K ﹤0.01%
850
-3,000
2425
$11K ﹤0.01%
+1
95 96
97
98 99