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
2576
$2.93K ﹤0.01%
44
-46
2577
$2.91K ﹤0.01%
92
+1
2578
$2.9K ﹤0.01%
300
2579
$2.87K ﹤0.01%
125
2580
$2.87K ﹤0.01%
100
-200
2581
$2.86K ﹤0.01%
198
2582
$2.85K ﹤0.01%
875
2583
$2.84K ﹤0.01%
96
-145
2584
$2.83K ﹤0.01%
337
2585
$2.83K ﹤0.01%
185
+49
2586
$2.82K ﹤0.01%
62
2587
$2.81K ﹤0.01%
189
2588
$2.79K ﹤0.01%
318
+101
2589
$2.79K ﹤0.01%
9
-3
2590
$2.77K ﹤0.01%
90
-24,967
2591
$2.76K ﹤0.01%
313
-73
2592
$2.76K ﹤0.01%
110
-2
2593
$2.75K ﹤0.01%
140
-27
2594
$2.75K ﹤0.01%
44
-403
2595
$2.73K ﹤0.01%
500
2596
$2.73K ﹤0.01%
863
+541
2597
$2.71K ﹤0.01%
25
-5
2598
$2.71K ﹤0.01%
39
-1,567
2599
$2.7K ﹤0.01%
76
+38
2600
$2.7K ﹤0.01%
45
102 103
104
105 106