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
2701
$1.81K ﹤0.01%
103
2702
$1.77K ﹤0.01%
43
2703
$1.77K ﹤0.01%
145
2704
$1.76K ﹤0.01%
125
-275
2705
$1.76K ﹤0.01%
+131
2706
$1.75K ﹤0.01%
242
2707
$1.75K ﹤0.01%
6
-11
2708
$1.75K ﹤0.01%
60
2709
$1.74K ﹤0.01%
+38
2710
$1.74K ﹤0.01%
59
2711
$1.73K ﹤0.01%
99
-135
2712
$1.71K ﹤0.01%
28,600
-5,343
2713
$1.67K ﹤0.01%
25
+3
2714
$1.67K ﹤0.01%
+25
2715
$1.66K ﹤0.01%
28
2716
$1.66K ﹤0.01%
250
-85
2717
$1.66K ﹤0.01%
100
2718
$1.66K ﹤0.01%
34
-2,348
2719
$1.65K ﹤0.01%
45
-8
2720
$1.64K ﹤0.01%
6
-49
2721
$1.62K ﹤0.01%
125
2722
$1.62K ﹤0.01%
18
+4
2723
$1.62K ﹤0.01%
+110
2724
$1.61K ﹤0.01%
44
-218
2725
$1.61K ﹤0.01%
250
107 108
109
110 111