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
2876
$486 ﹤0.01%
16
2877
$479 ﹤0.01%
7
-247
2878
$473 ﹤0.01%
2
-54
2879
$470 ﹤0.01%
200
2880
$462 ﹤0.01%
313
2881
$460 ﹤0.01%
56
-1,596
2882
$459 ﹤0.01%
13
-435
2883
$445 ﹤0.01%
6
2884
$442 ﹤0.01%
19
2885
$438 ﹤0.01%
120
2886
$425 ﹤0.01%
57
-114
2887
$423 ﹤0.01%
10
2888
$417 ﹤0.01%
3
-3
2889
$417 ﹤0.01%
9
+2
2890
$414 ﹤0.01%
206
2891
$402 ﹤0.01%
4
2892
$400 ﹤0.01%
20
2893
$399 ﹤0.01%
71
2894
$390 ﹤0.01%
9
2895
$383 ﹤0.01%
63
2896
$379 ﹤0.01%
6
-8
2897
$378 ﹤0.01%
+16
2898
$369 ﹤0.01%
114
2899
$368 ﹤0.01%
18
-1,253
2900
$363 ﹤0.01%
100
114 115
116
117 118