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
2951
$162 ﹤0.01%
1,000
2952
$156 ﹤0.01%
30
2953
– –
0
2954
$147 ﹤0.01%
1
-272
2955
$139 ﹤0.01%
13
2956
$136 ﹤0.01%
+12
2957
$134 ﹤0.01%
+1
2958
$132 ﹤0.01%
37
-227
2959
$127 ﹤0.01%
12
-3
2960
$124 ﹤0.01%
6
-120
2961
$119 ﹤0.01%
+2
2962
$118 ﹤0.01%
10
2963
$116 ﹤0.01%
25
2964
$113 ﹤0.01%
5
-500
2965
$111 ﹤0.01%
10
2966
$111 ﹤0.01%
24
2967
$110 ﹤0.01%
30
2968
$110 ﹤0.01%
50
2969
$108 ﹤0.01%
151
+150
2970
$107 ﹤0.01%
3
-1,565
2971
$104 ﹤0.01%
2
-335
2972
$95 ﹤0.01%
100
2973
$95 ﹤0.01%
4
-33
2974
$88 ﹤0.01%
10
-125
2975
$87 ﹤0.01%
18
117 118
119
120 121