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
1901
$20.5K ﹤0.01%
1,500
-18,860
1902
$20.5K ﹤0.01%
900
1903
$20.4K ﹤0.01%
233
-90
1904
$20.3K ﹤0.01%
637
+383
1905
$20.3K ﹤0.01%
161
+144
1906
$20.3K ﹤0.01%
743
+738
1907
$20.2K ﹤0.01%
1,616
1908
$20.2K ﹤0.01%
153
-19
1909
$20.1K ﹤0.01%
475
+284
1910
$20.1K ﹤0.01%
363
+153
1911
$20.1K ﹤0.01%
232
1912
$20.1K ﹤0.01%
2,020
1913
$20.1K ﹤0.01%
+565
1914
$19.9K ﹤0.01%
220
+1
1915
$19.9K ﹤0.01%
876
+14
1916
$19.8K ﹤0.01%
+655
1917
$19.8K ﹤0.01%
220
1918
$19.8K ﹤0.01%
444
1919
$19.8K ﹤0.01%
640
1920
$19.8K ﹤0.01%
500
1921
$19.8K ﹤0.01%
177
+26
1922
$19.6K ﹤0.01%
1,156
+733
1923
$19.6K ﹤0.01%
287
+10
1924
$19.6K ﹤0.01%
1,800
-1,091
1925
$19.5K ﹤0.01%
1,293
-813
75 76
77
78 79