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
1426
$66.5K ﹤0.01%
1,002
1427
$66.5K ﹤0.01%
1,152
1428
$66.3K ﹤0.01%
4,480
1429
$66.1K ﹤0.01%
1,343
-2,554
1430
$65.8K ﹤0.01%
27,412
1431
$65.7K ﹤0.01%
4,219
+37
1432
$65.5K ﹤0.01%
1,284
-517
1433
$65.4K ﹤0.01%
905
1434
$65.4K ﹤0.01%
9,100
+2,900
1435
$65.3K ﹤0.01%
1,837
+294
1436
$65.3K ﹤0.01%
631
-478
1437
$65K ﹤0.01%
534
-17
1438
$64.8K ﹤0.01%
4,495
+3,325
1439
$64.3K ﹤0.01%
1,463
-778
1440
$64.3K ﹤0.01%
3,099
+309
1441
$63.7K ﹤0.01%
1,625
-1,535
1442
$63.5K ﹤0.01%
+4,830
1443
$63.4K ﹤0.01%
7,139
-1,603
1444
$63.4K ﹤0.01%
2,055
-447
1445
$63.2K ﹤0.01%
438
-188
1446
$63.1K ﹤0.01%
2,054
-13,150
1447
$62.9K ﹤0.01%
3,384
-3,168
1448
$62.5K ﹤0.01%
1,139
-449
1449
$62.2K ﹤0.01%
467
+21
1450
$62.1K ﹤0.01%
1,939
-500
56 57
58
59 60