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
1676
$35.8K ﹤0.01%
692
+85
1677
$35.8K ﹤0.01%
187
+112
1678
$35.7K ﹤0.01%
2,000
1679
$35.7K ﹤0.01%
614
-191
1680
$35.6K ﹤0.01%
876
-1,468
1681
$35.6K ﹤0.01%
603
+51
1682
$35.6K ﹤0.01%
1,020
-120
1683
$35.4K ﹤0.01%
1,286
1684
$35.3K ﹤0.01%
1,393
+51
1685
$35.3K ﹤0.01%
704
-826
1686
$35.3K ﹤0.01%
455
-321
1687
$35.3K ﹤0.01%
15,000
1688
$35.2K ﹤0.01%
965
1689
$35K ﹤0.01%
1,683
+880
1690
$34.9K ﹤0.01%
1,231
1691
$34.7K ﹤0.01%
818
-104
1692
$34.5K ﹤0.01%
570
+308
1693
$34.4K ﹤0.01%
3,167
+39
1694
$34.3K ﹤0.01%
940
-14,826
1695
$34.2K ﹤0.01%
469
-100
1696
$34.2K ﹤0.01%
638
1697
$34.1K ﹤0.01%
264
+14
1698
$33.9K ﹤0.01%
762
-68
1699
$33.8K ﹤0.01%
639
-634
1700
$33.5K ﹤0.01%
833
-6,157
66 67
68
69 70