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
1526
$52.5K ﹤0.01%
2,542
-1,087
1527
$52.5K ﹤0.01%
+854
1528
$52.4K ﹤0.01%
1,447
1529
$52K ﹤0.01%
1,649
1530
$51.7K ﹤0.01%
2,000
+500
1531
$51.7K ﹤0.01%
339
+312
1532
$51.4K ﹤0.01%
1,184
-157
1533
$51.3K ﹤0.01%
838
+751
1534
$51.2K ﹤0.01%
346
-44
1535
$51.1K ﹤0.01%
152
-130
1536
$51K ﹤0.01%
2,409
+119
1537
$50.9K ﹤0.01%
637
-1
1538
$50.9K ﹤0.01%
1,003
-1,003
1539
$50.6K ﹤0.01%
3,140
-200
1540
$50.6K ﹤0.01%
1,804
-100
1541
$50.5K ﹤0.01%
5,102
-337
1542
$50.4K ﹤0.01%
2,812
+208
1543
$50.4K ﹤0.01%
216
1544
$50.3K ﹤0.01%
10,254
+255
1545
$50.3K ﹤0.01%
217
-48
1546
$50.2K ﹤0.01%
678
+159
1547
$50K ﹤0.01%
12,089
+1,261
1548
$49.9K ﹤0.01%
1,460
1549
$49.8K ﹤0.01%
278
+151
1550
$49.7K ﹤0.01%
976
-22,541
60 61
62
63 64