IA

IFP Advisors Portfolio holdings

AUM $3.52B
1-Year Est. Return 15.89%
This Quarter Est. Return
1 Year Est. Return
+15.89%
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
1
$37.2M 2.27%
242,933
-35,159
2
$30M 1.83%
767,480
-93,556
3
$29.3M 1.79%
118,350
-9,714
4
$23.2M 1.41%
706,135
-448,345
5
$21.6M 1.32%
170,736
-266,457
6
$19.2M 1.17%
180,498
-12,249
7
$18.3M 1.11%
247,040
-27,960
8
$18.1M 1.1%
72,689
-22,675
9
$17.3M 1.06%
251,485
-90,432
10
$14.2M 0.87%
381,936
+90,284
11
$12.1M 0.74%
120,492
-42,577
12
$11.7M 0.71%
232,651
-11,436
13
$11.6M 0.7%
130,233
-20,819
14
$11.3M 0.69%
218,390
-24,705
15
$11.3M 0.69%
56,103
+603
16
$10.9M 0.66%
193,810
+12,468
17
$10.8M 0.66%
111,286
-11,739
18
$10.6M 0.64%
285,228
-60,224
19
$10.5M 0.64%
488,274
-104,057
20
$10.4M 0.63%
78,265
-18,602
21
$10.2M 0.62%
104,819
-11,826
22
$10.1M 0.62%
435,239
-145,141
23
$9.87M 0.6%
164,852
+78,146
24
$9.84M 0.6%
178,041
-55,125
25
$9.65M 0.59%
106,475
+4,225
1
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