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
1876
$21.4K ﹤0.01%
2,000
+1,000
1877
$21.4K ﹤0.01%
100
-50
1878
$21.2K ﹤0.01%
1,297
-70,833
1879
$21.1K ﹤0.01%
1,044
+582
1880
$21.1K ﹤0.01%
1,499
+837
1881
$21.1K ﹤0.01%
1,519
+844
1882
$21.1K ﹤0.01%
2,000
1883
$21.1K ﹤0.01%
921
-57
1884
$21K ﹤0.01%
3,800
1885
$21K ﹤0.01%
2,707
+900
1886
$21K ﹤0.01%
287
+161
1887
$21K ﹤0.01%
+844
1888
$21K ﹤0.01%
2,229
-249
1889
$21K ﹤0.01%
750
+300
1890
$21K ﹤0.01%
305
+5
1891
$20.9K ﹤0.01%
1,190
1892
$20.9K ﹤0.01%
5,865
+107
1893
$20.8K ﹤0.01%
510
+45
1894
$20.8K ﹤0.01%
818
+10
1895
$20.8K ﹤0.01%
2,316
+16
1896
$20.7K ﹤0.01%
2,100
-400
1897
$20.7K ﹤0.01%
1,059
+909
1898
$20.6K ﹤0.01%
500
+2
1899
$20.6K ﹤0.01%
355
-357
1900
$20.5K ﹤0.01%
600
-600
74 75
76
77 78