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
1226
$104K ﹤0.01%
2,093
-727
1227
$104K ﹤0.01%
50,000
1228
$104K ﹤0.01%
+4,225
1229
$103K ﹤0.01%
2,833
-24
1230
$103K ﹤0.01%
7,567
-312
1231
$103K ﹤0.01%
2,734
+75
1232
$103K ﹤0.01%
1,489
-1,641
1233
$103K ﹤0.01%
453
+445
1234
$103K ﹤0.01%
2,160
+136
1235
$102K ﹤0.01%
+1,199
1236
$102K ﹤0.01%
4,362
-10,707
1237
$101K ﹤0.01%
2,900
1238
$101K ﹤0.01%
5,301
+318
1239
$101K ﹤0.01%
13,517
1240
$100K ﹤0.01%
1,929
+18
1241
$100K ﹤0.01%
1,677
-324
1242
$100K ﹤0.01%
6,933
+6,748
1243
$100K ﹤0.01%
2,733
-87
1244
$100K ﹤0.01%
327
+156
1245
$99.8K ﹤0.01%
3,745
1246
$99.5K ﹤0.01%
3,721
-185
1247
$99K ﹤0.01%
3,127
+1,004
1248
$98.9K ﹤0.01%
2,148
-30
1249
$98.8K ﹤0.01%
1,220
-2,515
1250
$98.8K ﹤0.01%
1,511
-1,030
48 49
50
51 52