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
1751
$30.5K ﹤0.01%
291
+133
1752
$30.5K ﹤0.01%
8,518
1753
$30.5K ﹤0.01%
741
-170
1754
$30.4K ﹤0.01%
2,150
1755
$30.3K ﹤0.01%
626
-2,712
1756
$30.3K ﹤0.01%
645
-600
1757
$30.3K ﹤0.01%
1,124
1758
$30.3K ﹤0.01%
1,974
-1,057
1759
$30.3K ﹤0.01%
3,000
1760
$30.2K ﹤0.01%
568
-41
1761
$30.2K ﹤0.01%
2,159
+59
1762
$30.1K ﹤0.01%
2,750
1763
$30K ﹤0.01%
397
-88
1764
$29.6K ﹤0.01%
62
-22
1765
$29.6K ﹤0.01%
228
-344
1766
$29.5K ﹤0.01%
2,860
-534
1767
$29.5K ﹤0.01%
2,064
-172
1768
$29.3K ﹤0.01%
280
-529
1769
$29.1K ﹤0.01%
700
-23
1770
$29.1K ﹤0.01%
702
1771
$29K ﹤0.01%
750
1772
$28.8K ﹤0.01%
369
-327
1773
$28.8K ﹤0.01%
157
+111
1774
$28.7K ﹤0.01%
966
-279
1775
$28.6K ﹤0.01%
1,012
-982
69 70
71
72 73