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
2351
$6.16K ﹤0.01%
105
-117
2352
$6.14K ﹤0.01%
82
2353
$6.13K ﹤0.01%
1,000
-11,579
2354
$6.13K ﹤0.01%
66
+33
2355
$6.13K ﹤0.01%
92
-30
2356
$6.11K ﹤0.01%
200
-90,972
2357
$6.11K ﹤0.01%
108
-1,594
2358
$6.08K ﹤0.01%
225
-194
2359
$6.06K ﹤0.01%
24
2360
$6.06K ﹤0.01%
182
+91
2361
$6.06K ﹤0.01%
306
-252
2362
$6.04K ﹤0.01%
138
+69
2363
$6.02K ﹤0.01%
74
-162
2364
$6.01K ﹤0.01%
235
+4
2365
$5.98K ﹤0.01%
200
2366
$5.96K ﹤0.01%
60
-36
2367
$5.93K ﹤0.01%
209
2368
$5.91K ﹤0.01%
850
-150
2369
$5.86K ﹤0.01%
94
2370
$5.85K ﹤0.01%
394
-226
2371
$5.83K ﹤0.01%
530
-508
2372
$5.83K ﹤0.01%
211
-298
2373
$5.78K ﹤0.01%
300
2374
$5.76K ﹤0.01%
94
+68
2375
$5.72K ﹤0.01%
507
93 94
95
96 97