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
1801
$26.6K ﹤0.01%
584
+46
1802
$26.4K ﹤0.01%
2,564
-56,482
1803
$26.3K ﹤0.01%
6,741
-64
1804
$26.3K ﹤0.01%
430
-51
1805
$26.2K ﹤0.01%
549
+119
1806
$26.1K ﹤0.01%
129
-71
1807
$26K ﹤0.01%
5,185
+3,852
1808
$25.9K ﹤0.01%
1,136
+47
1809
$25.9K ﹤0.01%
59
-340
1810
$25.8K ﹤0.01%
1,000
1811
$25.7K ﹤0.01%
349
-443
1812
$25.7K ﹤0.01%
830
+75
1813
$25.5K ﹤0.01%
404
+353
1814
$25.4K ﹤0.01%
1,411
+270
1815
$25.3K ﹤0.01%
730
+80
1816
$25.3K ﹤0.01%
238
-49
1817
$25.2K ﹤0.01%
1,485
-1,362
1818
$25.1K ﹤0.01%
1,000
1819
$25.1K ﹤0.01%
888
1820
$25K ﹤0.01%
388
+6
1821
$25K ﹤0.01%
222
1822
$25K ﹤0.01%
307
+91
1823
$24.9K ﹤0.01%
533
-197
1824
$24.9K ﹤0.01%
2,000
1825
$24.9K ﹤0.01%
288
-299
71 72
73
74 75