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
2151
$11.1K ﹤0.01%
589
-94
2152
$11.1K ﹤0.01%
347
-440
2153
$11.1K ﹤0.01%
448
+282
2154
$11K ﹤0.01%
690
2155
$10.9K ﹤0.01%
190
-118
2156
$10.9K ﹤0.01%
+750
2157
$10.9K ﹤0.01%
88
+3
2158
$10.9K ﹤0.01%
1,127
-1,952
2159
$10.8K ﹤0.01%
100
-101
2160
$10.8K ﹤0.01%
248
+124
2161
$10.7K ﹤0.01%
130
+65
2162
$10.7K ﹤0.01%
52
+26
2163
$10.7K ﹤0.01%
132
+1
2164
$10.6K ﹤0.01%
214
2165
$10.6K ﹤0.01%
+195
2166
$10.5K ﹤0.01%
497
-13,597
2167
$10.5K ﹤0.01%
246
2168
$10.5K ﹤0.01%
650
2169
$10.5K ﹤0.01%
305
2170
$10.5K ﹤0.01%
1,526
+39
2171
$10.5K ﹤0.01%
105
+31
2172
$10.4K ﹤0.01%
277
2173
$10.4K ﹤0.01%
239
-164
2174
$10.4K ﹤0.01%
464
-8
2175
$10.4K ﹤0.01%
310
-343
85 86
87
88 89