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
2776
$1.25K ﹤0.01%
54
2777
$1.25K ﹤0.01%
35
2778
$1.24K ﹤0.01%
59
2779
$1.24K ﹤0.01%
500
-1,898
2780
$1.23K ﹤0.01%
48
2781
$1.23K ﹤0.01%
8
2782
$1.22K ﹤0.01%
142
2783
$1.21K ﹤0.01%
68
-7
2784
$1.2K ﹤0.01%
44
2785
$1.2K ﹤0.01%
33
-131
2786
$1.2K ﹤0.01%
+51
2787
$1.15K ﹤0.01%
320
-320
2788
$1.14K ﹤0.01%
62
-1,387
2789
$1.14K ﹤0.01%
49
2790
$1.13K ﹤0.01%
127
2791
$1.13K ﹤0.01%
16
2792
$1.12K ﹤0.01%
+58
2793
$1.12K ﹤0.01%
30
-494
2794
$1.11K ﹤0.01%
2
-1
2795
$1.11K ﹤0.01%
45
2796
$1.1K ﹤0.01%
75
2797
$1.1K ﹤0.01%
39
-313
2798
$1.1K ﹤0.01%
+11
2799
$1.09K ﹤0.01%
226
-50
2800
$1.09K ﹤0.01%
33
110 111
112
113 114