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
1351
$78.3K ﹤0.01%
302
-15,660
1352
$78.2K ﹤0.01%
1,300
1353
$78K ﹤0.01%
1,921
-539
1354
$78K ﹤0.01%
1,167
-90
1355
$77.9K ﹤0.01%
724
-280
1356
$77.9K ﹤0.01%
1,661
-2
1357
$77.7K ﹤0.01%
596
-168
1358
$77.6K ﹤0.01%
1,683
+60
1359
$77.5K ﹤0.01%
918
+48
1360
$77.2K ﹤0.01%
2,451
-7,449
1361
$77.1K ﹤0.01%
3,396
-81,503
1362
$77K ﹤0.01%
3,000
1363
$76.4K ﹤0.01%
1,062
+919
1364
$76.4K ﹤0.01%
+3,075
1365
$76.2K ﹤0.01%
1,298
-950
1366
$76K ﹤0.01%
1,424
+810
1367
$75.6K ﹤0.01%
1,563
+858
1368
$75.6K ﹤0.01%
367
-104
1369
$75.3K ﹤0.01%
2,798
+9
1370
$75.2K ﹤0.01%
1,353
-233
1371
$75.1K ﹤0.01%
1,855
-330
1372
$75.1K ﹤0.01%
3,946
-312
1373
$75K ﹤0.01%
943
-142
1374
$75K ﹤0.01%
1,849
+22
1375
$74.4K ﹤0.01%
3,760
-1,103
53 54
55
56 57