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
2651
$2.25K ﹤0.01%
100
2652
$2.24K ﹤0.01%
125
2653
$2.23K ﹤0.01%
43
2654
$2.22K ﹤0.01%
59
2655
$2.22K ﹤0.01%
207
+1
2656
$2.21K ﹤0.01%
3
-4
2657
$2.19K ﹤0.01%
38
+8
2658
$2.18K ﹤0.01%
50
-71
2659
$2.16K ﹤0.01%
188
2660
$2.15K ﹤0.01%
60
2661
$2.15K ﹤0.01%
127
-129
2662
$2.15K ﹤0.01%
115
2663
$2.14K ﹤0.01%
30
2664
$2.11K ﹤0.01%
52
+1
2665
$2.1K ﹤0.01%
+29
2666
$2.1K ﹤0.01%
312
2667
$2.09K ﹤0.01%
99
-60
2668
$2.08K ﹤0.01%
44
2669
$2.08K ﹤0.01%
156
-88
2670
$2.07K ﹤0.01%
184
2671
$2.05K ﹤0.01%
2,195
+1,995
2672
$2.04K ﹤0.01%
90
2673
$2.03K ﹤0.01%
95
2674
$2.01K ﹤0.01%
200
-161
2675
– –
0
105 106
107
108 109