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
2501
$3.85K ﹤0.01%
184
-3,220
2502
$3.82K ﹤0.01%
132
+66
2503
$3.81K ﹤0.01%
191
-2,000
2504
$3.81K ﹤0.01%
172
2505
$3.8K ﹤0.01%
60
+24
2506
$3.79K ﹤0.01%
+77
2507
$3.77K ﹤0.01%
106
+26
2508
$3.75K ﹤0.01%
78
-40
2509
$3.75K ﹤0.01%
100
2510
$3.75K ﹤0.01%
12
-3,692
2511
$3.74K ﹤0.01%
400
2512
$3.69K ﹤0.01%
39
+7
2513
$3.67K ﹤0.01%
220
2514
$3.62K ﹤0.01%
35
2515
$3.6K ﹤0.01%
503
2516
$3.58K ﹤0.01%
100
2517
$3.58K ﹤0.01%
150
-33
2518
$3.55K ﹤0.01%
249
-117
2519
$3.55K ﹤0.01%
44
-8
2520
$3.54K ﹤0.01%
411
-350
2521
$3.52K ﹤0.01%
200
2522
$3.52K ﹤0.01%
500
2523
$3.52K ﹤0.01%
+157
2524
$3.49K ﹤0.01%
178
+78
2525
$3.48K ﹤0.01%
775
-1,215
99 100
101
102 103