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
2551
$3.16K ﹤0.01%
45
2552
$3.15K ﹤0.01%
76
+20
2553
$3.14K ﹤0.01%
600
+100
2554
$3.13K ﹤0.01%
23
2555
$3.13K ﹤0.01%
137
+18
2556
$3.11K ﹤0.01%
41
2557
$3.11K ﹤0.01%
50
2558
$3.1K ﹤0.01%
100
-389
2559
$3.09K ﹤0.01%
139
-1,482
2560
$3.08K ﹤0.01%
170
2561
$3.05K ﹤0.01%
72
2562
$3.04K ﹤0.01%
50
2563
$3.03K ﹤0.01%
176
-1,277
2564
$3.02K ﹤0.01%
90
-100
2565
$3.02K ﹤0.01%
200
2566
$3.02K ﹤0.01%
100
2567
$3K ﹤0.01%
59
2568
$2.98K ﹤0.01%
99
-106
2569
$2.98K ﹤0.01%
69
-950
2570
$2.97K ﹤0.01%
25
2571
$2.97K ﹤0.01%
75
-24
2572
$2.96K ﹤0.01%
+111
2573
$2.95K ﹤0.01%
24
2574
$2.94K ﹤0.01%
108
2575
$2.94K ﹤0.01%
129
-2,272
101 102
103
104 105