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
1726
$32.2K ﹤0.01%
297
+259
1727
$32.2K ﹤0.01%
3,238
-1,559
1728
$32.2K ﹤0.01%
260
+229
1729
$32K ﹤0.01%
420
+7
1730
$31.8K ﹤0.01%
1,494
+187
1731
$31.8K ﹤0.01%
9,799
1732
$31.6K ﹤0.01%
625
+418
1733
$31.5K ﹤0.01%
834
-16,300
1734
$31.4K ﹤0.01%
370
1735
$31.3K ﹤0.01%
+1,115
1736
$31.3K ﹤0.01%
349
+2
1737
$31.3K ﹤0.01%
2,886
+217
1738
$31.2K ﹤0.01%
143
-1,104
1739
$31.1K ﹤0.01%
287
-151
1740
$31.1K ﹤0.01%
8,000
1741
$31.1K ﹤0.01%
869
+204
1742
$31K ﹤0.01%
1,677
1743
$30.9K ﹤0.01%
1,656
1744
$30.9K ﹤0.01%
305
-13
1745
$30.8K ﹤0.01%
243
-86
1746
$30.8K ﹤0.01%
735
-275
1747
$30.7K ﹤0.01%
389
+177
1748
$30.6K ﹤0.01%
771
+198
1749
$30.6K ﹤0.01%
982
-588
1750
$30.6K ﹤0.01%
1,215
68 69
70
71 72