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
1976
$17K ﹤0.01%
800
1977
$17K ﹤0.01%
212
-3
1978
$17K ﹤0.01%
1,367
-1,281
1979
$17K ﹤0.01%
31
+18
1980
$16.9K ﹤0.01%
534
+5
1981
$16.9K ﹤0.01%
1,385
1982
$16.9K ﹤0.01%
224
+3
1983
$16.9K ﹤0.01%
961
1984
$16.8K ﹤0.01%
190
1985
$16.8K ﹤0.01%
552
-1,563
1986
$16.8K ﹤0.01%
316
-8,782
1987
$16.7K ﹤0.01%
375
1988
$16.7K ﹤0.01%
700
1989
$16.5K ﹤0.01%
96
+84
1990
$16.5K ﹤0.01%
504
1991
$16.5K ﹤0.01%
1,032
-174
1992
$16.4K ﹤0.01%
1,087
-67
1993
$16.4K ﹤0.01%
534
1994
$16.3K ﹤0.01%
1,345
1995
$16.3K ﹤0.01%
920
1996
$16.3K ﹤0.01%
1,000
1997
$16.2K ﹤0.01%
438
+103
1998
$16.2K ﹤0.01%
108
-30
1999
$16.1K ﹤0.01%
140
-343
2000
$16.1K ﹤0.01%
307
+4
78 79
80
81 82