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
1851
$22.8K ﹤0.01%
230
-19,575
1852
$22.7K ﹤0.01%
369
-50
1853
$22.7K ﹤0.01%
+258
1854
$22.7K ﹤0.01%
260
1855
$22.5K ﹤0.01%
294
+46
1856
$22.4K ﹤0.01%
+76
1857
$22.4K ﹤0.01%
2,243
1858
$22.3K ﹤0.01%
883
-80
1859
$22.2K ﹤0.01%
+550
1860
$22.2K ﹤0.01%
852
+440
1861
$22.2K ﹤0.01%
63
+1
1862
$22.2K ﹤0.01%
255
+130
1863
$22.1K ﹤0.01%
182
+100
1864
$22.1K ﹤0.01%
446
1865
$22K ﹤0.01%
1,225
1866
$22K ﹤0.01%
1,009
1867
$21.9K ﹤0.01%
1,712
-1,150
1868
$21.9K ﹤0.01%
339
-667
1869
$21.9K ﹤0.01%
172
-26
1870
$21.8K ﹤0.01%
903
1871
$21.8K ﹤0.01%
175
-41
1872
$21.7K ﹤0.01%
1,287
+1,105
1873
$21.6K ﹤0.01%
159
+3
1874
$21.5K ﹤0.01%
559
+491
1875
$21.5K ﹤0.01%
424
-38
73 74
75
76 77