IFP Advisors
IYRI icon

IFP Advisors’s NEOS Real Estate High Income ETF IYRI Stock Holding History

IFP Advisors’s Portfolio IYRI Stock Details IYRI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$34.4K Hold
762
– – ﹤0.01% 2623
2026
Q2 		$37.4K Buy
762
+156
+26% +$7.67K ﹤0.01% 2580
2026
Q1 		$28.7K Buy
+606
New +$29.8K ﹤0.01% 2573

Other funds holding IYRI

Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Sound Income Strategies
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
Prevail Innovative Wealth Advisors
Prevail Innovative Wealth Advisors Leawood, Kansas $776M AUM 12.78% 1-Year Est. Return
New England Private Wealth Advisors
New England Private Wealth Advisors Wellesley, Massachusetts $1.05B AUM 10.72% 1-Year Est. Return
Moran Wealth Management
Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return
Cherry Creek Investment Advisors
Cherry Creek Investment Advisors Englewood, Colorado $261M AUM 29.65% 1-Year Est. Return
CAP Partners LLC
CAP Partners LLC Franklin, Tennessee $218M AUM 16.38% 1-Year Est. Return
PVG Asset Management
PVG Asset Management Golden, Colorado $147M AUM 52.72% 1-Year Est. Return
EntreWealth
EntreWealth Austin, Texas $281M AUM 12.86% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

IFP Advisors's IYRI Position: Q3 2026 in Review

IFP Advisors held its NEOS Real Estate High Income ETF (IYRI) position steady in Q3 2026 at 762 shares worth $34.4K. The position accounts for ﹤0.01% of the portfolio, ranked #2623.

IFP Advisors first reported a position in IYRI in Q1 2026 and has held it in 3 quarters since. The position peaked at $37.4K in Q2 2026. 18 funds tracked by Wall St. Rank hold IYRI as of Q3 2026.

  • IFP Advisors held 762 shares of NEOS Real Estate High Income ETF worth $34.4K as of Q3 2026.
  • IFP Advisors left its NEOS Real Estate High Income ETF share count unchanged in Q3 2026.
  • NEOS Real Estate High Income ETF made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #2623 holding.
  • IFP Advisors first reported a position in NEOS Real Estate High Income ETF in Q1 2026 and has held it in 3 quarters since.
  • IFP Advisors's NEOS Real Estate High Income ETF position peaked at $37.4K in Q2 2026.
  • 18 funds tracked by Wall St. Rank held NEOS Real Estate High Income ETF as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.