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
2426
$11K ﹤0.01%
2,115
2427
$11K ﹤0.01%
500
2428
$11K ﹤0.01%
520
+32
2429
$11K ﹤0.01%
518
+470
2430
$11K ﹤0.01%
1,587
-985
2431
$11K ﹤0.01%
357
-296
2432
$11K ﹤0.01%
265
-9
2433
$11K ﹤0.01%
605
2434
$11K ﹤0.01%
124
+5
2435
$11K ﹤0.01%
147
-7
2436
$11K ﹤0.01%
161
-45
2437
$11K ﹤0.01%
172
-122
2438
– –
0
2439
$11K ﹤0.01%
850
-3,000
2440
$11K ﹤0.01%
+1
2441
$11K ﹤0.01%
+1,500
2442
$11K ﹤0.01%
311
-985
2443
$11K ﹤0.01%
+41
2444
$11K ﹤0.01%
+884
2445
$11K ﹤0.01%
803
-360
2446
$11K ﹤0.01%
214
2447
$11K ﹤0.01%
87
-260
2448
$11K ﹤0.01%
1,108
-427
2449
$10K ﹤0.01%
538
-1,000
2450
$10K ﹤0.01%
215
-667
96 97
98
99 100