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
301
$1.49M 0.07%
5,855
-520
302
$1.48M 0.07%
63,477
+1,011
303
$1.48M 0.07%
36,020
-10,723
304
$1.48M 0.07%
20,103
-298
305
$1.47M 0.07%
28,006
+5,350
306
$1.47M 0.07%
23,591
-12
307
$1.47M 0.07%
42,833
-9,688
308
$1.47M 0.07%
6,065
-3,135
309
$1.46M 0.07%
27,897
-14,317
310
$1.46M 0.07%
30,439
-77,514
311
$1.45M 0.07%
28,948
-9,607
312
$1.42M 0.07%
34,354
-15,513
313
$1.41M 0.07%
49,081
-8,270
314
$1.41M 0.07%
60,717
+85
315
$1.4M 0.07%
50,064
-18,446
316
$1.4M 0.07%
13,535
+2,026
317
$1.39M 0.07%
47,994
-37,239
318
$1.39M 0.07%
60,520
+15,047
319
$1.38M 0.07%
32,965
+1,137
320
$1.38M 0.07%
15,759
-1,986
321
$1.37M 0.06%
66,434
-33,964
322
$1.37M 0.06%
74,254
-15,226
323
$1.36M 0.06%
52,484
+6,343
324
$1.36M 0.06%
58,663
+1,304
325
$1.35M 0.06%
14,292
+3,356
11 12
13
14 15