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
2051
$14.2K ﹤0.01%
268
-2,405
2052
$14.2K ﹤0.01%
+68
2053
$14.2K ﹤0.01%
1,153
-8,881
2054
$14.1K ﹤0.01%
1,630
2055
$14.1K ﹤0.01%
140
-1,170
2056
$14.1K ﹤0.01%
536
2057
$14K ﹤0.01%
133
+15
2058
$14K ﹤0.01%
18,500
+6,000
2059
$14K ﹤0.01%
261
+92
2060
$14K ﹤0.01%
2,369
2061
$13.9K ﹤0.01%
404
2062
$13.9K ﹤0.01%
210
2063
$13.8K ﹤0.01%
350
2064
$13.8K ﹤0.01%
+550
2065
$13.8K ﹤0.01%
217
-141
2066
$13.8K ﹤0.01%
456
-1,500
2067
$13.7K ﹤0.01%
189
-220
2068
$13.7K ﹤0.01%
433
-275
2069
$13.7K ﹤0.01%
390
2070
$13.7K ﹤0.01%
348
+2
2071
$13.7K ﹤0.01%
142
-1,751
2072
$13.6K ﹤0.01%
259
-1
2073
$13.5K ﹤0.01%
92
+2
2074
$13.5K ﹤0.01%
387
-2,400
2075
$13.5K ﹤0.01%
155
81 82
83
84 85