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
2176
$10.3K ﹤0.01%
260
-51
2177
$10.3K ﹤0.01%
104
+52
2178
$10.3K ﹤0.01%
311
-1,000
2179
$10.2K ﹤0.01%
108
+95
2180
$10.2K ﹤0.01%
215
2181
$10.1K ﹤0.01%
200
2182
$10.1K ﹤0.01%
+429
2183
$10.1K ﹤0.01%
42
-221
2184
$10.1K ﹤0.01%
189
-251
2185
$10.1K ﹤0.01%
104
+52
2186
$10.1K ﹤0.01%
294
+112
2187
$10K ﹤0.01%
1,588
+881
2188
$9.9K ﹤0.01%
1,151
-4,946
2189
$9.88K ﹤0.01%
495
-775
2190
$9.84K ﹤0.01%
55
+1
2191
$9.81K ﹤0.01%
1,000
2192
$9.8K ﹤0.01%
236
-15,534
2193
$9.79K ﹤0.01%
64
+32
2194
$9.77K ﹤0.01%
158
+22
2195
$9.7K ﹤0.01%
187
2196
$9.7K ﹤0.01%
182
2197
$9.69K ﹤0.01%
566
2198
$9.68K ﹤0.01%
1,925
-495
2199
$9.64K ﹤0.01%
95
+36
2200
$9.61K ﹤0.01%
110
-2
86 87
88
89 90