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
2826
$855 ﹤0.01%
10
2827
$855 ﹤0.01%
75
2828
$843 ﹤0.01%
300
2829
$841 ﹤0.01%
120
-180
2830
$835 ﹤0.01%
100
2831
$824 ﹤0.01%
150
2832
$820 ﹤0.01%
+7
2833
$802 ﹤0.01%
269
+104
2834
$795 ﹤0.01%
92
2835
$793 ﹤0.01%
8
2836
$781 ﹤0.01%
23
2837
$770 ﹤0.01%
32
2838
$756 ﹤0.01%
29
-66
2839
$735 ﹤0.01%
+23
2840
$731 ﹤0.01%
23
2841
$731 ﹤0.01%
40
2842
$719 ﹤0.01%
115
2843
$700 ﹤0.01%
303
2844
$700 ﹤0.01%
7
-3,396
2845
$695 ﹤0.01%
86
2846
$689 ﹤0.01%
5
2847
$683 ﹤0.01%
100
2848
$677 ﹤0.01%
100
2849
$670 ﹤0.01%
+2
2850
$665 ﹤0.01%
140
112 113
114
115 116