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
2301
$7.08K ﹤0.01%
500
-5
2302
$7.05K ﹤0.01%
182
-159
2303
$7K ﹤0.01%
76
+5
2304
$6.98K ﹤0.01%
177
2305
$6.95K ﹤0.01%
400
2306
$6.94K ﹤0.01%
62
-860
2307
$6.94K ﹤0.01%
55
-16
2308
$6.92K ﹤0.01%
700
-500
2309
$6.92K ﹤0.01%
252
-1,050
2310
$6.86K ﹤0.01%
349
2311
$6.86K ﹤0.01%
1,426
-28,518
2312
$6.83K ﹤0.01%
350
2313
$6.82K ﹤0.01%
237
+224
2314
$6.82K ﹤0.01%
507
+5
2315
$6.79K ﹤0.01%
235
2316
$6.79K ﹤0.01%
200
2317
$6.79K ﹤0.01%
220
-215
2318
$6.79K ﹤0.01%
73
2319
$6.78K ﹤0.01%
203
2320
$6.75K ﹤0.01%
270
2321
$6.73K ﹤0.01%
27
+2
2322
$6.7K ﹤0.01%
288
2323
$6.7K ﹤0.01%
291
-525
2324
$6.69K ﹤0.01%
72
+36
2325
$6.67K ﹤0.01%
80
+40
91 92
93
94 95