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
2676
$2.01K ﹤0.01%
395
2677
$2K ﹤0.01%
300
2678
$1.99K ﹤0.01%
1,090
-717
2679
$1.99K ﹤0.01%
165
2680
$1.99K ﹤0.01%
91
2681
$1.98K ﹤0.01%
78
-34
2682
$1.96K ﹤0.01%
+71
2683
$1.96K ﹤0.01%
69
2684
$1.96K ﹤0.01%
105
2685
$1.96K ﹤0.01%
300
2686
$1.95K ﹤0.01%
10
2687
$1.94K ﹤0.01%
38
-7
2688
$1.94K ﹤0.01%
85
-33
2689
$1.94K ﹤0.01%
57
-413
2690
$1.94K ﹤0.01%
73
2691
$1.92K ﹤0.01%
300
2692
$1.92K ﹤0.01%
68
+3
2693
$1.91K ﹤0.01%
1,250
-24,582
2694
$1.91K ﹤0.01%
36
2695
$1.88K ﹤0.01%
37
-417
2696
$1.86K ﹤0.01%
35
-18
2697
$1.85K ﹤0.01%
104
-52
2698
$1.83K ﹤0.01%
317
2699
$1.82K ﹤0.01%
216
+21
2700
$1.82K ﹤0.01%
33
-1,043
106 107
108
109 110