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
226
$2.11M 0.1%
50,942
-7,442
227
$2.1M 0.1%
35,247
+11,293
228
$2.1M 0.1%
37,416
+25,067
229
$2.06M 0.1%
17,596
+687
230
$2.05M 0.1%
62,551
+15,693
231
$2.04M 0.1%
89,947
+16,924
232
$2.03M 0.1%
88,047
+85,409
233
$2.02M 0.1%
53,700
-21,032
234
$2.01M 0.1%
20,187
-21,077
235
$1.99M 0.09%
4,259
+1,140
236
$1.98M 0.09%
18,266
-2,032
237
$1.98M 0.09%
72,368
+5,407
238
$1.96M 0.09%
37,677
-4,396
239
$1.95M 0.09%
3,122
-86
240
$1.94M 0.09%
28,259
-20,454
241
$1.94M 0.09%
14,265
+7,992
242
$1.93M 0.09%
7,987
-121
243
$1.92M 0.09%
40,945
+817
244
$1.92M 0.09%
45,556
-43,949
245
$1.91M 0.09%
53,215
+25,783
246
$1.91M 0.09%
95,663
-21,288
247
$1.91M 0.09%
113,675
-69,081
248
$1.9M 0.09%
87,775
+86,089
249
$1.88M 0.09%
6,205
-191
250
$1.87M 0.09%
23,667
-1,476
8 9
10
11 12