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
2901
$353 ﹤0.01%
100
-225
2902
$350 ﹤0.01%
24
2903
$344 ﹤0.01%
27
+3
2904
$339 ﹤0.01%
259
2905
$337 ﹤0.01%
31
-1,489
2906
$336 ﹤0.01%
50
2907
$335 ﹤0.01%
5
2908
$323 ﹤0.01%
8
2909
$320 ﹤0.01%
14
-23
2910
$314 ﹤0.01%
140
2911
$313 ﹤0.01%
9
-21
2912
$310 ﹤0.01%
1,000
2913
$306 ﹤0.01%
19
2914
$306 ﹤0.01%
134
-2,000
2915
$284 ﹤0.01%
324
2916
$277 ﹤0.01%
+3
2917
$270 ﹤0.01%
50
2918
$266 ﹤0.01%
10
-1,000
2919
$266 ﹤0.01%
3
-55
2920
$264 ﹤0.01%
+100
2921
$263 ﹤0.01%
100
2922
$260 ﹤0.01%
21
2923
$252 ﹤0.01%
1
-60
2924
$245 ﹤0.01%
10
2925
$244 ﹤0.01%
3
115 116
117
118 119