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
2626
$2.45K ﹤0.01%
114
-2,860
2627
$2.45K ﹤0.01%
109
-374
2628
$2.45K ﹤0.01%
+25
2629
$2.44K ﹤0.01%
29
2630
$2.42K ﹤0.01%
557
2631
$2.41K ﹤0.01%
112
2632
$2.4K ﹤0.01%
50
-56
2633
$2.4K ﹤0.01%
400
2634
$2.38K ﹤0.01%
230
2635
$2.37K ﹤0.01%
+385
2636
$2.36K ﹤0.01%
14
-40
2637
$2.34K ﹤0.01%
54
+21
2638
$2.31K ﹤0.01%
+125
2639
$2.31K ﹤0.01%
180
+44
2640
$2.31K ﹤0.01%
60
2641
$2.3K ﹤0.01%
34
-31
2642
$2.29K ﹤0.01%
500
2643
$2.29K ﹤0.01%
+168
2644
$2.28K ﹤0.01%
37
2645
$2.28K ﹤0.01%
90
2646
$2.27K ﹤0.01%
218
+6
2647
$2.26K ﹤0.01%
99
-29
2648
$2.26K ﹤0.01%
88
+24
2649
$2.26K ﹤0.01%
155
2650
$2.26K ﹤0.01%
7,000
104 105
106
107 108