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
276
$1.67M 0.08%
5,666
-94
277
$1.67M 0.08%
31,608
-7,637
278
$1.66M 0.08%
40,930
-953
279
$1.66M 0.08%
39,180
+5,561
280
$1.64M 0.08%
16,537
-3,190
281
$1.64M 0.08%
34,669
-1,377
282
$1.62M 0.08%
14,832
-4,788
283
$1.62M 0.08%
30,844
-22,065
284
$1.61M 0.08%
35,023
-2,612
285
$1.61M 0.08%
32,087
-10,928
286
$1.61M 0.08%
6,137
+59
287
$1.6M 0.08%
83,608
+11,979
288
$1.59M 0.08%
77,224
-2,895
289
$1.58M 0.07%
31,369
+11,859
290
$1.58M 0.07%
32,084
+14,457
291
$1.58M 0.07%
31,125
-4,926
292
$1.58M 0.07%
23,886
-1,575
293
$1.57M 0.07%
30,548
-1,218
294
$1.56M 0.07%
25,314
-2,132
295
$1.55M 0.07%
30,042
-22,594
296
$1.53M 0.07%
58,568
+54,076
297
$1.52M 0.07%
72,661
+14,423
298
$1.52M 0.07%
7,677
+179
299
$1.51M 0.07%
2,604
+1,475
300
$1.5M 0.07%
7,102
+4,652
10 11
12
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