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
1701
$33.5K ﹤0.01%
741
1702
$33.5K ﹤0.01%
484
+106
1703
$33.4K ﹤0.01%
+5,225
1704
$33.4K ﹤0.01%
+717
1705
$33.3K ﹤0.01%
+1,310
1706
$33.3K ﹤0.01%
1,348
-4,524
1707
$33.3K ﹤0.01%
+1,736
1708
$33.3K ﹤0.01%
156
+7
1709
$33.3K ﹤0.01%
653
+7
1710
$33.2K ﹤0.01%
13,903
-1,897
1711
$33.2K ﹤0.01%
413
+318
1712
$33.2K ﹤0.01%
233
-88
1713
$33.1K ﹤0.01%
213
-77
1714
$33.1K ﹤0.01%
500
1715
$33K ﹤0.01%
1,125
1716
$33K ﹤0.01%
+5,225
1717
$32.9K ﹤0.01%
2,324
-2,536
1718
$32.8K ﹤0.01%
52
+23
1719
$32.7K ﹤0.01%
660
1720
$32.6K ﹤0.01%
1,119
1721
$32.6K ﹤0.01%
1,350
-761
1722
$32.6K ﹤0.01%
764
1723
$32.5K ﹤0.01%
1,095
1724
$32.4K ﹤0.01%
3,485
1725
$32.2K ﹤0.01%
647
-841
67 68
69
70 71