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
2426
$11K ﹤0.01%
+1,500
2427
$11K ﹤0.01%
311
-985
2428
$11K ﹤0.01%
+41
2429
$11K ﹤0.01%
87
-260
2430
$11K ﹤0.01%
1,108
-427
2431
$11K ﹤0.01%
+884
2432
$11K ﹤0.01%
803
-360
2433
$11K ﹤0.01%
214
2434
$11K ﹤0.01%
434
-53
2435
$11K ﹤0.01%
216
+1
2436
$11K ﹤0.01%
667
2437
$11K ﹤0.01%
734
+42
2438
$11K ﹤0.01%
1,000
+958
2439
$11K ﹤0.01%
8,434
-5,500
2440
$11K ﹤0.01%
825
2441
$11K ﹤0.01%
520
+32
2442
$11K ﹤0.01%
518
+470
2443
$11K ﹤0.01%
1,587
-985
2444
$11K ﹤0.01%
357
-296
2445
$11K ﹤0.01%
265
-9
2446
$11K ﹤0.01%
605
2447
$11K ﹤0.01%
124
+5
2448
$11K ﹤0.01%
161
-45
2449
$10K ﹤0.01%
174
-14
2450
$10K ﹤0.01%
145
+13
96 97
98
99 100