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
1501
$55.1K ﹤0.01%
5,691
-54
1502
$55K ﹤0.01%
+2,112
1503
$54.9K ﹤0.01%
1,261
+36
1504
$54.7K ﹤0.01%
5,122
1505
$54.7K ﹤0.01%
920
+156
1506
$54.6K ﹤0.01%
559
+307
1507
$54.4K ﹤0.01%
697
1508
$54.3K ﹤0.01%
546
-288
1509
$54.2K ﹤0.01%
595
1510
$54.1K ﹤0.01%
1,070
-71
1511
$54K ﹤0.01%
530
-25
1512
$54K ﹤0.01%
25,000
1513
$54K ﹤0.01%
1,364
-58
1514
$54K ﹤0.01%
240
-143
1515
$54K ﹤0.01%
+814
1516
$53.9K ﹤0.01%
2,676
-512
1517
$53.6K ﹤0.01%
2,334
-1,489
1518
$53.5K ﹤0.01%
1,700
-2,846
1519
$53.2K ﹤0.01%
+1,646
1520
$53.2K ﹤0.01%
1,086
-201
1521
$52.9K ﹤0.01%
1,251
-2
1522
$52.7K ﹤0.01%
2,026
1523
$52.7K ﹤0.01%
465
-62
1524
$52.7K ﹤0.01%
1,988
-1,009
1525
$52.6K ﹤0.01%
693
-230
59 60
61
62 63