IA

IFP Advisors Portfolio holdings

AUM $4.82B
1-Year Est. Return 20.25%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.25%
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
+$13.4M
2
+$10.7M
3
+$10.5M
4
UCON icon
First Trust Smith Unconstrained Bond ETF
UCON
+$8.78M
5
IYR icon
iShares US Real Estate ETF
IYR
+$8.68M

Top Sells

1
+$58.6M
2
+$24.2M
3
+$18.3M
4
UUP icon
Invesco DB US Dollar Index Bullish Fund
UUP
+$15.9M
5
TFLO icon
iShares Treasury Floating Rate Bond ETF
TFLO
+$15.2M

Sector Composition

1 Technology 8.52%
2 Financials 4.14%
3 Industrials 3.39%
4 Consumer Discretionary 3.34%
5 Healthcare 2.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
3101
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-90
3102
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-2,098
3103
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-546
3104
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-500
3105
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3106
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3107
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-1,902
3108
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3109
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3110
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3111
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-10,625
3112
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-1,385
3113
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-12
3114
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-8
3115
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-19
3116
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-571
3117
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-4
3118
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-5,271
3119
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3120
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-33
3121
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-5
3122
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3123
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-75
3124
– –
-1,025
3125
– –
-8
123 124
125
126 127