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
1551
$49.6K ﹤0.01%
1,946
-543
1552
$49.6K ﹤0.01%
3,805
-1,492
1553
$49.6K ﹤0.01%
812
-32
1554
$49K ﹤0.01%
7
+6
1555
$48.7K ﹤0.01%
999
-113
1556
$48.6K ﹤0.01%
1,362
-472
1557
$48.6K ﹤0.01%
1,393
+15
1558
$48.4K ﹤0.01%
1,600
+483
1559
$48.4K ﹤0.01%
6,005
1560
$48.3K ﹤0.01%
2,269
-4,851
1561
$48K ﹤0.01%
1,317
1562
$47.9K ﹤0.01%
793
+345
1563
$47.9K ﹤0.01%
416
1564
$47.7K ﹤0.01%
2,000
1565
$47.6K ﹤0.01%
929
+145
1566
$47.6K ﹤0.01%
2,446
+16
1567
$47.6K ﹤0.01%
3,110
+610
1568
$47.4K ﹤0.01%
1,074
-1,404
1569
$47.3K ﹤0.01%
9,500
1570
$47.1K ﹤0.01%
810
+89
1571
$47K ﹤0.01%
248
+46
1572
$47K ﹤0.01%
1,269
-288
1573
$47K ﹤0.01%
1,864
-43
1574
$46.9K ﹤0.01%
894
1575
$46.7K ﹤0.01%
+1,021
61 62
63
64 65