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
2251
$8.4K ﹤0.01%
269
2252
$8.32K ﹤0.01%
1,675
2253
$8.3K ﹤0.01%
251
2254
$8.3K ﹤0.01%
120
+60
2255
$8.21K ﹤0.01%
186
2256
$8.21K ﹤0.01%
220
-16
2257
$8.18K ﹤0.01%
389
+4
2258
$8.17K ﹤0.01%
307
2259
$8.15K ﹤0.01%
94
-183
2260
$8.08K ﹤0.01%
1,051
+31
2261
$8.07K ﹤0.01%
+1,000
2262
$8.07K ﹤0.01%
401
2263
$8.06K ﹤0.01%
226
+2
2264
$8.05K ﹤0.01%
518
+30
2265
$8.03K ﹤0.01%
106
2266
$8K ﹤0.01%
181
+1
2267
$7.94K ﹤0.01%
204
-36
2268
$7.88K ﹤0.01%
38
+19
2269
$7.87K ﹤0.01%
100
2270
$7.87K ﹤0.01%
+201
2271
$7.81K ﹤0.01%
643
2272
$7.8K ﹤0.01%
1,200
2273
$7.77K ﹤0.01%
148
-126
2274
$7.74K ﹤0.01%
280
+140
2275
$7.72K ﹤0.01%
160
89 90
91
92 93