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
$2.12B
AUM Growth
-$106M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,433
New
Increased
Reduced
Closed

Top Buys

1
+$14.7M
2
+$11.2M
3
+$11.1M
4
IYR icon
iShares US Real Estate ETF
IYR
+$9.69M
5
UCON icon
First Trust Smith Unconstrained Bond ETF
UCON
+$9.02M

Top Sells

1
+$58.5M
2
+$24.2M
3
+$18.3M
4
TFLO icon
iShares Treasury Floating Rate Bond ETF
TFLO
+$15.2M
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$15M

Sector Composition

1 Technology 8.53%
2 Financials 4.14%
3 Consumer Discretionary 3.34%
4 Industrials 3.25%
5 Healthcare 2.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2476
$4.2K ﹤0.01%
87
-251
2477
$4.2K ﹤0.01%
110
2478
$4.2K ﹤0.01%
400
-323
2479
$4.2K ﹤0.01%
375
-19
2480
$4.19K ﹤0.01%
110
-536
2481
$4.19K ﹤0.01%
134
2482
$4.18K ﹤0.01%
174
+87
2483
$4.18K ﹤0.01%
415
+1
2484
$4.16K ﹤0.01%
57
+23
2485
$4.16K ﹤0.01%
720
2486
$4.15K ﹤0.01%
401
-499
2487
$4.13K ﹤0.01%
78
-72
2488
$4.12K ﹤0.01%
100
-243
2489
$4.11K ﹤0.01%
1,000
2490
$4.09K ﹤0.01%
149
+68
2491
$4.07K ﹤0.01%
108
2492
$3.96K ﹤0.01%
100
-378
2493
$3.95K ﹤0.01%
+55
2494
$3.92K ﹤0.01%
133
-277
2495
$3.92K ﹤0.01%
140
2496
$3.91K ﹤0.01%
200
2497
$3.9K ﹤0.01%
81
-125
2498
$3.89K ﹤0.01%
610
-715
2499
$3.88K ﹤0.01%
273
-101
2500
$3.87K ﹤0.01%
850
98 99
100
101 102