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
2126
$11.9K ﹤0.01%
649
-474
2127
$11.8K ﹤0.01%
324
-16
2128
$11.8K ﹤0.01%
624
2129
$11.8K ﹤0.01%
211
+4
2130
$11.8K ﹤0.01%
1,339
+256
2131
$11.7K ﹤0.01%
376
2132
$11.7K ﹤0.01%
900
-300
2133
$11.7K ﹤0.01%
85
-7
2134
$11.7K ﹤0.01%
169
-169
2135
$11.7K ﹤0.01%
150
2136
$11.6K ﹤0.01%
62
-1
2137
$11.5K ﹤0.01%
71
+1
2138
$11.5K ﹤0.01%
974
-15,492
2139
$11.5K ﹤0.01%
1,731
2140
$11.5K ﹤0.01%
811
+701
2141
$11.5K ﹤0.01%
202
+2
2142
$11.4K ﹤0.01%
260
2143
$11.4K ﹤0.01%
75
2144
$11.3K ﹤0.01%
185
-157
2145
$11.3K ﹤0.01%
154
+95
2146
$11.3K ﹤0.01%
153
-93
2147
$11.3K ﹤0.01%
1,000
2148
$11.2K ﹤0.01%
1,840
+86
2149
$11.2K ﹤0.01%
815
+356
2150
$11.2K ﹤0.01%
39
+2
84 85
86
87 88