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
2451
$4.62K ﹤0.01%
167
2452
$4.6K ﹤0.01%
163
+79
2453
$4.59K ﹤0.01%
55
-180
2454
$4.59K ﹤0.01%
100
-612
2455
$4.58K ﹤0.01%
165
-42
2456
$4.55K ﹤0.01%
136
2457
$4.54K ﹤0.01%
45
2458
$4.52K ﹤0.01%
42
-66
2459
$4.49K ﹤0.01%
750
2460
$4.48K ﹤0.01%
80
+40
2461
$4.47K ﹤0.01%
31
2462
$4.45K ﹤0.01%
312
-17
2463
$4.41K ﹤0.01%
97
2464
$4.41K ﹤0.01%
46
2465
$4.4K ﹤0.01%
2,223
2466
$4.37K ﹤0.01%
406
2467
$4.34K ﹤0.01%
52
+26
2468
$4.33K ﹤0.01%
+300
2469
$4.32K ﹤0.01%
+214
2470
$4.31K ﹤0.01%
500
2471
$4.28K ﹤0.01%
114
-9
2472
$4.27K ﹤0.01%
55
-50
2473
$4.25K ﹤0.01%
300
2474
$4.24K ﹤0.01%
80
2475
$4.21K ﹤0.01%
156
+2
97 98
99
100 101