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
1251
$98.8K ﹤0.01%
1,330
-221
1252
$97.6K ﹤0.01%
2,144
-375
1253
$97.4K ﹤0.01%
666
-51
1254
$97.2K ﹤0.01%
4,054
+414
1255
$97.1K ﹤0.01%
3,900
1256
$97K ﹤0.01%
2,448
-1,940
1257
$96.9K ﹤0.01%
1,363
-282
1258
$96.9K ﹤0.01%
2,432
+258
1259
$96.8K ﹤0.01%
+3,690
1260
$96.8K ﹤0.01%
3,835
+2,379
1261
$96.7K ﹤0.01%
761
+140
1262
$96.6K ﹤0.01%
4,082
+3,271
1263
$96.1K ﹤0.01%
2,182
-1,700
1264
$95.8K ﹤0.01%
1,020
-1,250
1265
$95.7K ﹤0.01%
1,165
-1,046
1266
$95.6K ﹤0.01%
435
-174
1267
$95.6K ﹤0.01%
+3,698
1268
$95.6K ﹤0.01%
16,856
+1,000
1269
$95.3K ﹤0.01%
3,524
-120
1270
$95.3K ﹤0.01%
4,921
+879
1271
$95.1K ﹤0.01%
30,000
1272
$95K ﹤0.01%
+480
1273
$94.7K ﹤0.01%
1,643
+230
1274
$94.6K ﹤0.01%
2,954
1275
$94.6K ﹤0.01%
185
-515
49 50
51
52 53