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
1626
$40.4K ﹤0.01%
656
-910
1627
$40.2K ﹤0.01%
310
+10
1628
$40.1K ﹤0.01%
1,935
+500
1629
$40.1K ﹤0.01%
457
-17
1630
$40.1K ﹤0.01%
4,045
1631
$39.9K ﹤0.01%
1,727
1632
$39.9K ﹤0.01%
3,990
1633
$39.7K ﹤0.01%
1,173
+768
1634
$39.6K ﹤0.01%
729
1635
$39.5K ﹤0.01%
678
-468
1636
$39.5K ﹤0.01%
2,239
1637
$39.5K ﹤0.01%
620
-370
1638
$39.5K ﹤0.01%
619
1639
$38.8K ﹤0.01%
257
-65
1640
$38.8K ﹤0.01%
1,669
-100
1641
$38.7K ﹤0.01%
988
+3
1642
$38.7K ﹤0.01%
304
-25
1643
$38.6K ﹤0.01%
2,056
-18
1644
$38.4K ﹤0.01%
332
-700
1645
$38.3K ﹤0.01%
778
1646
$38.2K ﹤0.01%
1,070
+310
1647
$38K ﹤0.01%
350
-134
1648
$37.9K ﹤0.01%
669
-191
1649
$37.9K ﹤0.01%
+1,465
1650
$37.8K ﹤0.01%
1,700
-2,000
64 65
66
67 68