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
2101
$12.6K ﹤0.01%
78
+39
2102
$12.6K ﹤0.01%
3,360
2103
$12.5K ﹤0.01%
5,970
+145
2104
$12.5K ﹤0.01%
283
2105
$12.5K ﹤0.01%
197
+61
2106
$12.5K ﹤0.01%
204
-18
2107
$12.5K ﹤0.01%
3,644
-2,378
2108
$12.4K ﹤0.01%
516
2109
$12.4K ﹤0.01%
148
-625
2110
$12.3K ﹤0.01%
+2,000
2111
$12.2K ﹤0.01%
655
-655
2112
$12.2K ﹤0.01%
1,000
2113
$12.2K ﹤0.01%
1,500
2114
$12.2K ﹤0.01%
353
2115
$12.2K ﹤0.01%
+1,782
2116
$12.2K ﹤0.01%
427
+72
2117
$12.1K ﹤0.01%
59
+37
2118
$12.1K ﹤0.01%
252
2119
$12.1K ﹤0.01%
274
-101
2120
$12K ﹤0.01%
3,700
2121
$12K ﹤0.01%
201
+51
2122
$12K ﹤0.01%
196
-9
2123
$12K ﹤0.01%
355
-257
2124
$11.9K ﹤0.01%
856
+11
2125
$11.9K ﹤0.01%
267
83 84
85
86 87