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
1651
$37.8K ﹤0.01%
500
1652
$37.7K ﹤0.01%
273
1653
$37.7K ﹤0.01%
4,130
1654
$37.7K ﹤0.01%
565
-100
1655
$37.6K ﹤0.01%
494
+159
1656
$37.5K ﹤0.01%
2,130
+914
1657
$37.5K ﹤0.01%
773
+9
1658
$37.5K ﹤0.01%
1,125
+324
1659
$37.2K ﹤0.01%
1,497
+1,040
1660
$37.1K ﹤0.01%
1,097
-285
1661
$37.1K ﹤0.01%
1,766
-91
1662
$37.1K ﹤0.01%
1,339
1663
$37.1K ﹤0.01%
683
+477
1664
$37K ﹤0.01%
714
+414
1665
$37K ﹤0.01%
4,248
+1,644
1666
$36.9K ﹤0.01%
302
-101
1667
$36.7K ﹤0.01%
1,206
+983
1668
$36.4K ﹤0.01%
1,238
-1,435
1669
$36.4K ﹤0.01%
1,483
+659
1670
$36.3K ﹤0.01%
304
1671
$36.3K ﹤0.01%
1,500
1672
$36.2K ﹤0.01%
470
-14
1673
$36.1K ﹤0.01%
1,000
1674
$36.1K ﹤0.01%
500
-916
1675
$35.8K ﹤0.01%
2,130
+1,065
65 66
67
68 69