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
2851
$663 ﹤0.01%
243
2852
$661 ﹤0.01%
5
2853
$626 ﹤0.01%
200
2854
$624 ﹤0.01%
63
2855
$614 ﹤0.01%
18
2856
$611 ﹤0.01%
6
-23
2857
$608 ﹤0.01%
417
2858
$603 ﹤0.01%
206
2859
$592 ﹤0.01%
103
+1
2860
$590 ﹤0.01%
90
-395
2861
$585 ﹤0.01%
16
2862
$574 ﹤0.01%
200
-2,000
2863
$566 ﹤0.01%
50
2864
$565 ﹤0.01%
6
-82
2865
$564 ﹤0.01%
+30
2866
$564 ﹤0.01%
+8
2867
$537 ﹤0.01%
52
2868
$522 ﹤0.01%
17
-683
2869
$516 ﹤0.01%
16
2870
$511 ﹤0.01%
11
2871
$510 ﹤0.01%
3
-9
2872
$502 ﹤0.01%
21
2873
$502 ﹤0.01%
287
-5,300
2874
$496 ﹤0.01%
12
2875
$494 ﹤0.01%
35
113 114
115
116 117