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

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
2201
$9.61K ﹤0.01%
723
+359
2202
$9.55K ﹤0.01%
443
-460
2203
$9.52K ﹤0.01%
175
2204
$9.49K ﹤0.01%
385
+163
2205
$9.48K ﹤0.01%
225
-108
2206
$9.43K ﹤0.01%
362
2207
$9.38K ﹤0.01%
900
2208
$9.36K ﹤0.01%
46
+5
2209
$9.36K ﹤0.01%
483
-2,423
2210
$9.35K ﹤0.01%
281
-440
2211
$9.32K ﹤0.01%
+327
2212
$9.32K ﹤0.01%
188
-538
2213
$9.22K ﹤0.01%
300
2214
$9.18K ﹤0.01%
144
-354
2215
$9.16K ﹤0.01%
2,081
2216
$9.14K ﹤0.01%
154
+77
2217
$9.12K ﹤0.01%
68
+34
2218
$9.1K ﹤0.01%
+185
2219
$9.05K ﹤0.01%
184
-21,743
2220
$9.03K ﹤0.01%
563
2221
$9.02K ﹤0.01%
310
2222
$9.01K ﹤0.01%
130
2223
$9K ﹤0.01%
381
2224
$9K ﹤0.01%
399
2225
$8.99K ﹤0.01%
541
-494