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
2976
$85 ﹤0.01%
1
-62
2977
$83 ﹤0.01%
200
2978
$81 ﹤0.01%
1
-2
2979
$78 ﹤0.01%
10
2980
$77 ﹤0.01%
20
2981
$74 ﹤0.01%
1
2982
$74 ﹤0.01%
1
-47
2983
$72 ﹤0.01%
+1
2984
$68 ﹤0.01%
2,000
2985
$61 ﹤0.01%
1
-38
2986
$58 ﹤0.01%
2
2987
$50 ﹤0.01%
+4
2988
– –
-13
2989
$47 ﹤0.01%
6
2990
$42 ﹤0.01%
24
2991
$41 ﹤0.01%
+1
2992
$41 ﹤0.01%
50
-220
2993
$37 ﹤0.01%
1
-5
2994
$36 ﹤0.01%
8
-80
2995
$36 ﹤0.01%
10
2996
$32 ﹤0.01%
1
2997
$29 ﹤0.01%
10
2998
$28 ﹤0.01%
1
-1,100
2999
$28 ﹤0.01%
1
-5
3000
$26 ﹤0.01%
3
-12
118 119
120
121 122