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
2451
$10K ﹤0.01%
451
+157
2452
$10K ﹤0.01%
2,500
2453
$10K ﹤0.01%
350
2454
$10K ﹤0.01%
177
-153
2455
$10K ﹤0.01%
87
-163
2456
$10K ﹤0.01%
501
-358
2457
$10K ﹤0.01%
1,000
2458
$10K ﹤0.01%
300
2459
$10K ﹤0.01%
186
+40
2460
$10K ﹤0.01%
364
-176
2461
$10K ﹤0.01%
950
-1,525
2462
$10K ﹤0.01%
+164
2463
$10K ﹤0.01%
282
-273
2464
$10K ﹤0.01%
41
-16
2465
$10K ﹤0.01%
266
-3
2466
$10K ﹤0.01%
313
+1
2467
$10K ﹤0.01%
1,008
+264
2468
$10K ﹤0.01%
380
2469
$10K ﹤0.01%
100
2470
$10K ﹤0.01%
550
2471
$10K ﹤0.01%
194
-1,753
2472
$10K ﹤0.01%
150
-5
2473
$10K ﹤0.01%
218
+110
2474
$10K ﹤0.01%
1,681
+50
2475
$10K ﹤0.01%
83
-30
97 98
99
100 101