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
1826
$24.8K ﹤0.01%
345
+53
1827
$24.8K ﹤0.01%
1,064
+26
1828
$24.7K ﹤0.01%
390
-300
1829
$24.7K ﹤0.01%
1,100
1830
$24.6K ﹤0.01%
55
+12
1831
$24.6K ﹤0.01%
830
+509
1832
$24.5K ﹤0.01%
283
+27
1833
$24.5K ﹤0.01%
2,128
1834
$24.5K ﹤0.01%
575
1835
$24.3K ﹤0.01%
7,178
-100
1836
$24.3K ﹤0.01%
720
+25
1837
$24.3K ﹤0.01%
584
-3,487
1838
$24.1K ﹤0.01%
3,000
1839
$24K ﹤0.01%
905
+82
1840
$24K ﹤0.01%
481
-489
1841
$23.9K ﹤0.01%
382
1842
$23.9K ﹤0.01%
1,241
-6,706
1843
$23.6K ﹤0.01%
45
+15
1844
$23.6K ﹤0.01%
658
+71
1845
$23.4K ﹤0.01%
2,000
-9,250
1846
$23.1K ﹤0.01%
+299
1847
$23K ﹤0.01%
+421
1848
$22.9K ﹤0.01%
+480
1849
$22.8K ﹤0.01%
425
1850
$22.8K ﹤0.01%
596
+369
72 73
74
75 76