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
1776
$28.5K ﹤0.01%
334
+299
1777
$28.4K ﹤0.01%
1,419
+1,344
1778
$28.4K ﹤0.01%
790
1779
$28.3K ﹤0.01%
517
1780
$28.3K ﹤0.01%
308
-1,375
1781
$28K ﹤0.01%
+446
1782
$27.9K ﹤0.01%
1,193
+717
1783
$27.8K ﹤0.01%
2,021
-248
1784
$27.6K ﹤0.01%
1,194
+25
1785
$27.6K ﹤0.01%
+1,000
1786
$27.6K ﹤0.01%
1,635
1787
$27.6K ﹤0.01%
967
-437
1788
$27.6K ﹤0.01%
656
-214
1789
$27.5K ﹤0.01%
280
-170
1790
$27.5K ﹤0.01%
825
+7
1791
$27.4K ﹤0.01%
1,095
1792
$27.4K ﹤0.01%
180
-365
1793
$27.4K ﹤0.01%
2,248
+51
1794
$27.2K ﹤0.01%
1,432
+172
1795
$27.2K ﹤0.01%
1,257
+1
1796
$27.1K ﹤0.01%
3,788
-1,100
1797
$27.1K ﹤0.01%
3,213
+2,503
1798
$27K ﹤0.01%
6,044
-831
1799
$26.9K ﹤0.01%
3,867
-71
1800
$26.6K ﹤0.01%
1,380
+1,318
70 71
72
73 74