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
2526
$3.47K ﹤0.01%
16
-30
2527
$3.46K ﹤0.01%
1,500
-235
2528
$3.45K ﹤0.01%
135
2529
$3.45K ﹤0.01%
17
-60
2530
$3.45K ﹤0.01%
547
-49
2531
$3.44K ﹤0.01%
192
2532
$3.42K ﹤0.01%
52
+2
2533
$3.41K ﹤0.01%
438
2534
$3.4K ﹤0.01%
480
2535
$3.4K ﹤0.01%
28
2536
$3.4K ﹤0.01%
48
+16
2537
$3.39K ﹤0.01%
40
-7
2538
$3.38K ﹤0.01%
18
-10
2539
$3.37K ﹤0.01%
296
2540
$3.36K ﹤0.01%
20
2541
$3.35K ﹤0.01%
10,492
2542
$3.34K ﹤0.01%
314
2543
$3.32K ﹤0.01%
2,000
2544
$3.29K ﹤0.01%
600
2545
$3.28K ﹤0.01%
125
-1,166
2546
$3.28K ﹤0.01%
220
+8
2547
$3.27K ﹤0.01%
226
+1
2548
$3.23K ﹤0.01%
8
-8
2549
$3.2K ﹤0.01%
17
2550
$3.19K ﹤0.01%
135
-89
100 101
102
103 104