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
2801
$1.08K ﹤0.01%
100
2802
$1.06K ﹤0.01%
160
2803
$1.04K ﹤0.01%
39
2804
$1.04K ﹤0.01%
500
2805
$1.02K ﹤0.01%
11
2806
$1.01K ﹤0.01%
+32
2807
$1K ﹤0.01%
72
2808
$991 ﹤0.01%
162
2809
$987 ﹤0.01%
36
2810
$985 ﹤0.01%
45
2811
$958 ﹤0.01%
32
+2
2812
$953 ﹤0.01%
287
2813
$944 ﹤0.01%
33
2814
$941 ﹤0.01%
+30
2815
$940 ﹤0.01%
15
-90
2816
$935 ﹤0.01%
500
-9,075
2817
$934 ﹤0.01%
105
-144
2818
$932 ﹤0.01%
29
2819
$921 ﹤0.01%
8
2820
$894 ﹤0.01%
52
2821
$892 ﹤0.01%
33
2822
$885 ﹤0.01%
11
2823
$875 ﹤0.01%
34
+2
2824
$872 ﹤0.01%
25
-39
2825
$868 ﹤0.01%
21
-112
111 112
113
114 115