IA

IFP Advisors Portfolio holdings

AUM $3.52B
1-Year Est. Return 15.89%
This Quarter Est. Return
1 Year Est. Return
+15.89%
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
51
$8.8M 0.42%
13,328
+22
52
$8.77M 0.41%
345,414
-82,251
53
$8.73M 0.41%
36,816
-9,507
54
$8.57M 0.4%
76,800
-18,842
55
$8.57M 0.4%
48,901
-10,127
56
$8.05M 0.38%
18,879
-39
57
$8.04M 0.38%
88,015
-199,844
58
$8.01M 0.38%
159,518
-54,376
59
$7.97M 0.38%
429,585
-18,015
60
$7.84M 0.37%
163,610
-9,351
61
$7.66M 0.36%
29,415
-427
62
$7.53M 0.36%
119,687
+10,531
63
$7.41M 0.35%
142,468
-94,840
64
$7.31M 0.35%
42,977
-5,619
65
$7.28M 0.34%
163,191
-52,459
66
$7.24M 0.34%
74,720
-5,298
67
$7.13M 0.34%
85,097
-28,502
68
$7.05M 0.33%
510,620
+36,073
69
$7.02M 0.33%
46,965
+9,408
70
$6.8M 0.32%
46,433
-7,029
71
$6.71M 0.32%
11,504
+411
72
$6.47M 0.31%
182,728
-6,960
73
$6.31M 0.3%
113,770
-34,170
74
$6.29M 0.3%
11,951
-3,891
75
$6.26M 0.3%
262,037
+116,483
1 2
3
4 5