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
2751
$1.45K ﹤0.01%
80
-580
2752
$1.45K ﹤0.01%
1,000
2753
$1.45K ﹤0.01%
75
2754
$1.45K ﹤0.01%
14
-1,636
2755
$1.44K ﹤0.01%
131
-60
2756
$1.43K ﹤0.01%
27
+8
2757
$1.42K ﹤0.01%
59
2758
$1.39K ﹤0.01%
80
2759
$1.38K ﹤0.01%
42
-500
2760
$1.37K ﹤0.01%
43
2761
$1.36K ﹤0.01%
129
-19
2762
$1.36K ﹤0.01%
53
2763
$1.35K ﹤0.01%
53
2764
$1.34K ﹤0.01%
16
-249
2765
$1.33K ﹤0.01%
36
2766
$1.32K ﹤0.01%
44
-388
2767
$1.3K ﹤0.01%
50
-44
2768
$1.3K ﹤0.01%
46
-2
2769
$1.29K ﹤0.01%
2,192
+692
2770
$1.29K ﹤0.01%
405
2771
$1.29K ﹤0.01%
3,150
+3,000
2772
$1.29K ﹤0.01%
30
-70
2773
$1.28K ﹤0.01%
25
2774
$1.27K ﹤0.01%
53
2775
$1.26K ﹤0.01%
104
109 110
111
112 113