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
2451
$10K ﹤0.01%
175
2452
$10K ﹤0.01%
411
+29
2453
$10K ﹤0.01%
451
+157
2454
$10K ﹤0.01%
954
2455
$10K ﹤0.01%
2,216
+1,446
2456
$10K ﹤0.01%
80
-2,034
2457
$10K ﹤0.01%
1,358
-246
2458
$10K ﹤0.01%
321
-65
2459
$10K ﹤0.01%
359
+2
2460
$10K ﹤0.01%
424
+106
2461
$10K ﹤0.01%
973
+39
2462
$10K ﹤0.01%
2,500
2463
$10K ﹤0.01%
+1,260
2464
$10K ﹤0.01%
196
2465
$10K ﹤0.01%
350
2466
$10K ﹤0.01%
177
-153
2467
$10K ﹤0.01%
87
-163
2468
$10K ﹤0.01%
501
-358
2469
$10K ﹤0.01%
174
-14
2470
$10K ﹤0.01%
145
+13
2471
$10K ﹤0.01%
83
-30
2472
$10K ﹤0.01%
344
+147
2473
$10K ﹤0.01%
507
2474
$10K ﹤0.01%
617
-992
2475
$10K ﹤0.01%
135
-46
97 98
99
100 101