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
1951
$18.3K ﹤0.01%
1,250
1952
$18.3K ﹤0.01%
1,350
1953
$18.2K ﹤0.01%
506
-220
1954
$18.1K ﹤0.01%
+681
1955
$18.1K ﹤0.01%
2,133
-47,461
1956
$18.1K ﹤0.01%
347
-144
1957
$18K ﹤0.01%
1,206
1958
$18K ﹤0.01%
489
-221
1959
$18K ﹤0.01%
1,000
1960
$17.9K ﹤0.01%
196
+2
1961
$17.9K ﹤0.01%
457
+31
1962
$17.8K ﹤0.01%
50
1963
$17.7K ﹤0.01%
371
-213
1964
$17.7K ﹤0.01%
5,005
1965
$17.7K ﹤0.01%
326
-598
1966
$17.7K ﹤0.01%
875
+66
1967
$17.7K ﹤0.01%
367
-88
1968
$17.6K ﹤0.01%
632
1969
$17.6K ﹤0.01%
285
1970
$17.5K ﹤0.01%
2,020
-100,352
1971
$17.5K ﹤0.01%
224
1972
$17.2K ﹤0.01%
+2,008
1973
$17.2K ﹤0.01%
2,183
-2,102
1974
$17.2K ﹤0.01%
195
+11
1975
$17.2K ﹤0.01%
257
-18
77 78
79
80 81