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
1326
$83.4K ﹤0.01%
921
+109
1327
$83.4K ﹤0.01%
349
+133
1328
$83.3K ﹤0.01%
2,033
-97
1329
$83.3K ﹤0.01%
1,484
-3,081
1330
$83K ﹤0.01%
656
1331
$82.8K ﹤0.01%
3,271
-439
1332
$82.8K ﹤0.01%
922
-28
1333
$82.2K ﹤0.01%
1,729
+1,127
1334
$82.1K ﹤0.01%
2,436
-18
1335
$81.9K ﹤0.01%
1,200
-2,587
1336
$81.8K ﹤0.01%
1,644
+91
1337
$81.8K ﹤0.01%
2,700
+30
1338
$81.6K ﹤0.01%
2,543
-343
1339
$81.5K ﹤0.01%
3,495
1340
$80.9K ﹤0.01%
312
+57
1341
$80.9K ﹤0.01%
800
1342
$80.6K ﹤0.01%
820
+781
1343
$80.5K ﹤0.01%
1,913
-110
1344
$80.5K ﹤0.01%
5,317
+91
1345
$80.4K ﹤0.01%
857
-284
1346
$80.1K ﹤0.01%
4,111
-145
1347
$79.5K ﹤0.01%
1,180
-515
1348
$79.5K ﹤0.01%
640
-543
1349
$79.2K ﹤0.01%
8,980
+346
1350
$78.3K ﹤0.01%
1,865
52 53
54
55 56