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
2426
$4.96K ﹤0.01%
366
2427
$4.95K ﹤0.01%
50
2428
$4.94K ﹤0.01%
342
-3,108
2429
$4.94K ﹤0.01%
+300
2430
$4.94K ﹤0.01%
880
2431
$4.93K ﹤0.01%
+218
2432
$4.93K ﹤0.01%
59
2433
$4.9K ﹤0.01%
91
2434
$4.83K ﹤0.01%
500
2435
$4.83K ﹤0.01%
72
-99
2436
$4.82K ﹤0.01%
330
2437
$4.78K ﹤0.01%
101
-1
2438
$4.77K ﹤0.01%
202
-249
2439
$4.72K ﹤0.01%
66
-144
2440
$4.69K ﹤0.01%
345
+1
2441
$4.69K ﹤0.01%
113
-125
2442
$4.69K ﹤0.01%
204
2443
$4.67K ﹤0.01%
+168
2444
$4.66K ﹤0.01%
295
-200
2445
$4.65K ﹤0.01%
+108
2446
$4.65K ﹤0.01%
24
+12
2447
$4.64K ﹤0.01%
+185
2448
$4.64K ﹤0.01%
100
-54
2449
$4.63K ﹤0.01%
+250
2450
$4.62K ﹤0.01%
278
96 97
98
99 100