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
1476
$59.4K ﹤0.01%
2,201
-2,750
1477
$58.9K ﹤0.01%
419
-1,617
1478
$58.8K ﹤0.01%
2,136
+3
1479
$58.5K ﹤0.01%
100,000
1480
$58.3K ﹤0.01%
3,446
-92
1481
$58.3K ﹤0.01%
1,688
-10,105
1482
$58.2K ﹤0.01%
560
-4,406
1483
$58.2K ﹤0.01%
1,334
-76
1484
$57.9K ﹤0.01%
417
-235
1485
$57.9K ﹤0.01%
870
-802
1486
$57.9K ﹤0.01%
400
1487
$57.5K ﹤0.01%
+765
1488
$57.4K ﹤0.01%
1,309
+867
1489
$56.8K ﹤0.01%
784
1490
$56.8K ﹤0.01%
394
+20
1491
$56.2K ﹤0.01%
685
-1,060
1492
$56.2K ﹤0.01%
2,074
-915
1493
$56.2K ﹤0.01%
1,000
1494
$56.2K ﹤0.01%
2,315
1495
$56.1K ﹤0.01%
1,125
+16
1496
$55.6K ﹤0.01%
668
+290
1497
$55.5K ﹤0.01%
766
+10
1498
$55.5K ﹤0.01%
1,500
1499
$55.3K ﹤0.01%
3,795
-157
1500
$55.3K ﹤0.01%
1,353
-4,654
58 59
60
61 62