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
2076
$13.4K ﹤0.01%
78
-273
2077
$13.3K ﹤0.01%
134
+67
2078
$13.3K ﹤0.01%
1,000
-27
2079
$13.1K ﹤0.01%
2,500
2080
$13.1K ﹤0.01%
1,700
2081
$13.1K ﹤0.01%
385
-60
2082
$13K ﹤0.01%
83
+31
2083
$13K ﹤0.01%
109
2084
$13K ﹤0.01%
163
-29
2085
$13K ﹤0.01%
57
-51
2086
$12.9K ﹤0.01%
265
2087
$12.9K ﹤0.01%
187
+3
2088
$12.9K ﹤0.01%
570
-4,635
2089
$12.9K ﹤0.01%
109
-88
2090
$12.8K ﹤0.01%
638
-584
2091
$12.8K ﹤0.01%
32
-103
2092
$12.8K ﹤0.01%
2,015
-845
2093
$12.8K ﹤0.01%
60
-1
2094
$12.8K ﹤0.01%
172
-39
2095
$12.8K ﹤0.01%
499
-142
2096
$12.7K ﹤0.01%
496
2097
$12.7K ﹤0.01%
800
-27
2098
$12.7K ﹤0.01%
386
2099
$12.7K ﹤0.01%
166
2100
$12.6K ﹤0.01%
222
+1
82 83
84
85 86