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
1201
$111K 0.01%
3,110
+203
1202
$111K 0.01%
5,977
-918
1203
$110K 0.01%
1,211
1204
$110K 0.01%
2,006
+900
1205
$109K 0.01%
1,426
-57
1206
$109K 0.01%
4,504
-12,213
1207
$109K 0.01%
746
-39
1208
$109K 0.01%
3,206
1209
$109K 0.01%
1,167
+182
1210
$108K 0.01%
2,363
+1,703
1211
$107K 0.01%
2,147
+526
1212
$107K 0.01%
1,263
+123
1213
$106K 0.01%
3,877
1214
$106K 0.01%
2,380
-833
1215
$106K 0.01%
973
-2
1216
$106K 0.01%
4,152
1217
$106K 0.01%
547
+3
1218
$105K 0.01%
74
-16
1219
$105K 0.01%
508
-41
1220
$105K 0.01%
12,595
+9,353
1221
$105K 0.01%
2,523
-8
1222
$105K ﹤0.01%
2,064
1223
$105K ﹤0.01%
3,415
-18
1224
$104K ﹤0.01%
5,754
-955
1225
$104K ﹤0.01%
1,339
-385
47 48
49
50 51