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
2226
$8.99K ﹤0.01%
400
2227
$8.94K ﹤0.01%
1,549
2228
$8.93K ﹤0.01%
740
-2,596
2229
$8.93K ﹤0.01%
327
2230
$8.89K ﹤0.01%
132
2231
$8.88K ﹤0.01%
158
-27
2232
$8.85K ﹤0.01%
500
2233
$8.81K ﹤0.01%
590
+460
2234
$8.81K ﹤0.01%
250
2235
$8.79K ﹤0.01%
151
+1
2236
$8.79K ﹤0.01%
422
2237
$8.77K ﹤0.01%
126
+37
2238
$8.72K ﹤0.01%
582
2239
$8.71K ﹤0.01%
243
-280
2240
$8.7K ﹤0.01%
150
2241
$8.68K ﹤0.01%
277
+104
2242
$8.66K ﹤0.01%
224
2243
$8.61K ﹤0.01%
61
-120
2244
$8.59K ﹤0.01%
1,582
-794
2245
$8.57K ﹤0.01%
1,823
2246
$8.57K ﹤0.01%
150
-1,833
2247
$8.49K ﹤0.01%
160
2248
$8.46K ﹤0.01%
600
2249
$8.43K ﹤0.01%
207
+4
2250
$8.42K ﹤0.01%
420
-700
88 89
90
91 92