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
2376
$5.7K ﹤0.01%
40
+1
2377
$5.69K ﹤0.01%
249
2378
$5.68K ﹤0.01%
174
+87
2379
$5.65K ﹤0.01%
200
2380
$5.64K ﹤0.01%
+122
2381
$5.63K ﹤0.01%
250
-163
2382
$5.6K ﹤0.01%
600
2383
$5.59K ﹤0.01%
200
2384
$5.58K ﹤0.01%
249
-49
2385
$5.56K ﹤0.01%
216
2386
$5.55K ﹤0.01%
550
-565
2387
$5.55K ﹤0.01%
+586
2388
$5.51K ﹤0.01%
228
-11
2389
$5.49K ﹤0.01%
182
2390
$5.46K ﹤0.01%
145
+64
2391
$5.45K ﹤0.01%
111
-30
2392
$5.45K ﹤0.01%
170
2393
$5.45K ﹤0.01%
50
+25
2394
$5.44K ﹤0.01%
64
2395
$5.43K ﹤0.01%
+126
2396
$5.42K ﹤0.01%
234
+208
2397
$5.41K ﹤0.01%
120
+60
2398
$5.38K ﹤0.01%
1,055
2399
$5.34K ﹤0.01%
+190
2400
$5.32K ﹤0.01%
42
+27
94 95
96
97 98