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
1301
$87.8K ﹤0.01%
+3,000
1302
$87.8K ﹤0.01%
763
1303
$87.7K ﹤0.01%
958
-7
1304
$87.5K ﹤0.01%
1,073
+9
1305
$87.2K ﹤0.01%
456
+2
1306
$87K ﹤0.01%
1,700
1307
$87K ﹤0.01%
1,578
-3,309
1308
$86.9K ﹤0.01%
4,474
+1,277
1309
$86.9K ﹤0.01%
4,242
+3,000
1310
$86.4K ﹤0.01%
3,011
-5
1311
$86.2K ﹤0.01%
+740
1312
$86.1K ﹤0.01%
549
-1,318
1313
$85.8K ﹤0.01%
4,053
-5,259
1314
$85.8K ﹤0.01%
454
+45
1315
$85.7K ﹤0.01%
1,254
-6
1316
$85.2K ﹤0.01%
2,703
+1,957
1317
$84.9K ﹤0.01%
1,306
-270
1318
$84.5K ﹤0.01%
10,267
+513
1319
$84.5K ﹤0.01%
5,179
-1,826
1320
$84.4K ﹤0.01%
4,597
-2
1321
$84.3K ﹤0.01%
934
-125
1322
$84.2K ﹤0.01%
2,355
1323
$83.8K ﹤0.01%
407
-143
1324
$83.5K ﹤0.01%
2,137
-30
1325
$83.4K ﹤0.01%
559
-11
51 52
53
54 55