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
1376
$74.1K ﹤0.01%
2,948
+1,748
1377
$74K ﹤0.01%
587
+6
1378
$73.7K ﹤0.01%
1,499
-96
1379
$73.5K ﹤0.01%
2,500
-64
1380
$73.4K ﹤0.01%
1,175
-18,579
1381
$73.4K ﹤0.01%
2,473
-28
1382
$73.2K ﹤0.01%
322
-473
1383
$73.2K ﹤0.01%
1,052
-605
1384
$72.8K ﹤0.01%
26,000
+18,000
1385
$72.7K ﹤0.01%
1,072
-73
1386
$72.5K ﹤0.01%
2,885
-5,805
1387
$72.5K ﹤0.01%
1,241
-10,962
1388
$71.9K ﹤0.01%
1,430
+113
1389
$71.7K ﹤0.01%
1,656
-560
1390
$71.5K ﹤0.01%
960
-4,517
1391
$71.5K ﹤0.01%
411
-24
1392
$71.4K ﹤0.01%
3,321
+743
1393
$71.3K ﹤0.01%
1,700
-833
1394
$71.2K ﹤0.01%
2,267
-13,011
1395
$70.8K ﹤0.01%
5,480
+1,030
1396
$70.8K ﹤0.01%
2,266
-19,125
1397
$70.7K ﹤0.01%
1,275
+556
1398
$70.5K ﹤0.01%
1,079
+6
1399
$70.4K ﹤0.01%
249
+188
1400
$70.2K ﹤0.01%
2,140
54 55
56
57 58