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
1401
$70K ﹤0.01%
10,000
1402
$69.9K ﹤0.01%
235
-107
1403
$69.5K ﹤0.01%
15,445
+3,411
1404
$69.5K ﹤0.01%
3,670
-1,690
1405
$69.3K ﹤0.01%
1,210
+500
1406
$69.2K ﹤0.01%
680
+473
1407
$69.1K ﹤0.01%
2,012
-533
1408
$68.9K ﹤0.01%
2,111
1409
$68.8K ﹤0.01%
251
-56
1410
$68.7K ﹤0.01%
2,392
-3,511
1411
$68.6K ﹤0.01%
2,244
-625
1412
$68.6K ﹤0.01%
900
-75
1413
$68.5K ﹤0.01%
1,983
+709
1414
$68.5K ﹤0.01%
212
-2
1415
$68.4K ﹤0.01%
776
+318
1416
$68.2K ﹤0.01%
1,713
+1,245
1417
$68.2K ﹤0.01%
2,585
-9,153
1418
$68.2K ﹤0.01%
1,500
-814
1419
$68.2K ﹤0.01%
606
1420
$68.2K ﹤0.01%
4,417
1421
$68K ﹤0.01%
1,896
-372
1422
$67.2K ﹤0.01%
4,695
-202
1423
$67.2K ﹤0.01%
1,127
+130
1424
$66.8K ﹤0.01%
7,328
+76
1425
$66.6K ﹤0.01%
3,542
-2,785
55 56
57
58 59