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
2601
$2.68K ﹤0.01%
330
-800
2602
$2.67K ﹤0.01%
70
2603
$2.67K ﹤0.01%
228
+128
2604
$2.66K ﹤0.01%
150
-300
2605
$2.66K ﹤0.01%
143
2606
$2.66K ﹤0.01%
28
2607
$2.63K ﹤0.01%
147
2608
$2.63K ﹤0.01%
33
2609
$2.62K ﹤0.01%
50
2610
$2.6K ﹤0.01%
68
2611
$2.6K ﹤0.01%
96
-542,254
2612
$2.6K ﹤0.01%
142
2613
$2.59K ﹤0.01%
124
+44
2614
$2.59K ﹤0.01%
13
2615
$2.58K ﹤0.01%
218
2616
$2.58K ﹤0.01%
59
-13
2617
$2.58K ﹤0.01%
16
2618
$2.54K ﹤0.01%
606
-1,000
2619
$2.54K ﹤0.01%
44
+4
2620
$2.53K ﹤0.01%
27
-3
2621
$2.5K ﹤0.01%
150
-132
2622
$2.5K ﹤0.01%
20
-5
2623
$2.48K ﹤0.01%
978
+385
2624
$2.46K ﹤0.01%
1,709
2625
$2.46K ﹤0.01%
+48
103 104
105
106 107