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
1576
$46.4K ﹤0.01%
1,270
+10
1577
$46.2K ﹤0.01%
3,100
+59
1578
$46.1K ﹤0.01%
542
+199
1579
$45.3K ﹤0.01%
2,100
-1,055
1580
$45.2K ﹤0.01%
3,009
+404
1581
$44.8K ﹤0.01%
986
-27
1582
$44.6K ﹤0.01%
1,025
-443
1583
$44.6K ﹤0.01%
465
-301
1584
$44.3K ﹤0.01%
2,000
1585
$44.2K ﹤0.01%
930
-130
1586
$44.2K ﹤0.01%
502
1587
$44.1K ﹤0.01%
328
-110
1588
$44.1K ﹤0.01%
+3,508
1589
$44K ﹤0.01%
1,123
-388
1590
$44K ﹤0.01%
+1,734
1591
$43.7K ﹤0.01%
98
-24
1592
$43.7K ﹤0.01%
1,228
+7
1593
$43.6K ﹤0.01%
1,795
+220
1594
$43.3K ﹤0.01%
580
-522
1595
$43.2K ﹤0.01%
2,703
+1,369
1596
$43K ﹤0.01%
2,311
-8,458
1597
$43K ﹤0.01%
656
+1
1598
$42.8K ﹤0.01%
815
1599
$42.8K ﹤0.01%
324
+233
1600
$42.7K ﹤0.01%
877
-855
62 63
64
65 66