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
2276
$7.71K ﹤0.01%
728
2277
$7.69K ﹤0.01%
302
2278
$7.61K ﹤0.01%
375
-250
2279
$7.58K ﹤0.01%
1,000
2280
$7.54K ﹤0.01%
200
2281
$7.53K ﹤0.01%
173
-67
2282
$7.51K ﹤0.01%
186
+93
2283
$7.5K ﹤0.01%
+280
2284
$7.5K ﹤0.01%
62
-3
2285
$7.48K ﹤0.01%
135
2286
$7.48K ﹤0.01%
146
2287
$7.45K ﹤0.01%
107
-28
2288
$7.45K ﹤0.01%
76
-91
2289
$7.38K ﹤0.01%
202
+11
2290
$7.35K ﹤0.01%
+167
2291
$7.32K ﹤0.01%
91
2292
$7.31K ﹤0.01%
160
2293
$7.31K ﹤0.01%
600
2294
$7.29K ﹤0.01%
450
-735
2295
$7.24K ﹤0.01%
357
2296
$7.23K ﹤0.01%
47
+4
2297
$7.2K ﹤0.01%
63
2298
$7.19K ﹤0.01%
96
+13
2299
$7.17K ﹤0.01%
287
2300
$7.16K ﹤0.01%
575
-2,980
90 91
92
93 94