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
1601
$42.7K ﹤0.01%
1,134
+1,087
1602
$42.5K ﹤0.01%
769
+221
1603
$42.4K ﹤0.01%
1,220
1604
$42.3K ﹤0.01%
1,002
+100
1605
$42.2K ﹤0.01%
883
-18
1606
$42.1K ﹤0.01%
224
+77
1607
$41.5K ﹤0.01%
1,748
+11
1608
$41.4K ﹤0.01%
3,400
1609
$41.4K ﹤0.01%
8,010
1610
$41.3K ﹤0.01%
1,209
+64
1611
$41.3K ﹤0.01%
283
-80
1612
$41.3K ﹤0.01%
416
-76
1613
$41.2K ﹤0.01%
1,293
-35
1614
$41.1K ﹤0.01%
1,750
-1,347
1615
$41K ﹤0.01%
1,000
+500
1616
$40.9K ﹤0.01%
6,247
+6,229
1617
$40.8K ﹤0.01%
4,762
1618
$40.7K ﹤0.01%
+481
1619
$40.7K ﹤0.01%
1,000
+661
1620
$40.7K ﹤0.01%
880
1621
$40.7K ﹤0.01%
5,035
-258
1622
$40.6K ﹤0.01%
2,050
1623
$40.6K ﹤0.01%
2,316
-392
1624
$40.6K ﹤0.01%
2,085
+143
1625
$40.6K ﹤0.01%
1,500
+500
63 64
65
66 67