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
251
$1.87M 0.09%
59,618
-55
252
$1.85M 0.09%
25,639
-12,104
253
$1.84M 0.09%
4,000
-29
254
$1.84M 0.09%
16,629
-383
255
$1.83M 0.09%
10,990
-1,887
256
$1.82M 0.09%
36,463
+8,237
257
$1.82M 0.09%
7,854
+237
258
$1.82M 0.09%
4,444
+2,950
259
$1.82M 0.09%
28,740
+13,610
260
$1.81M 0.09%
25,105
+18,905
261
$1.8M 0.08%
15,328
-5,667
262
$1.78M 0.08%
31,012
+110
263
$1.76M 0.08%
4,410
+763
264
$1.76M 0.08%
18,626
-6,515
265
$1.76M 0.08%
10,413
-8,257
266
$1.75M 0.08%
12,127
-2,222
267
$1.75M 0.08%
14,013
-990
268
$1.75M 0.08%
65,783
-40,488
269
$1.74M 0.08%
20,391
-2,604
270
$1.73M 0.08%
17,013
+5,078
271
$1.73M 0.08%
15,942
-4,307
272
$1.71M 0.08%
66,403
-1,944
273
$1.71M 0.08%
21,011
+11,430
274
$1.69M 0.08%
21,871
-638
275
$1.69M 0.08%
9,068
+1,938
9 10
11
12 13