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
2726
$1.59K ﹤0.01%
+500
2727
$1.59K ﹤0.01%
13
-3
2728
$1.59K ﹤0.01%
177
+1
2729
$1.58K ﹤0.01%
171
2730
$1.57K ﹤0.01%
38
2731
$1.57K ﹤0.01%
34
2732
$1.57K ﹤0.01%
28
2733
$1.56K ﹤0.01%
52
-311
2734
$1.56K ﹤0.01%
149
-15
2735
$1.56K ﹤0.01%
32
-27
2736
$1.54K ﹤0.01%
214
2737
$1.54K ﹤0.01%
31
+1
2738
$1.53K ﹤0.01%
+63
2739
$1.52K ﹤0.01%
1
-3
2740
$1.52K ﹤0.01%
95
2741
$1.51K ﹤0.01%
200
2742
$1.5K ﹤0.01%
119
2743
$1.5K ﹤0.01%
+30
2744
$1.49K ﹤0.01%
100
2745
$1.48K ﹤0.01%
100
-59
2746
$1.48K ﹤0.01%
195
2747
$1.47K ﹤0.01%
141
-1,000
2748
$1.46K ﹤0.01%
90
-100
2749
$1.46K ﹤0.01%
102
2750
$1.45K ﹤0.01%
48
108 109
110
111 112