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
326
$1.34M 0.06%
67,903
-53,677
327
$1.33M 0.06%
3,236
-680
328
$1.33M 0.06%
12,260
+1,925
329
$1.32M 0.06%
47,892
+579
330
$1.31M 0.06%
9,692
+6,054
331
$1.31M 0.06%
8,894
+2,034
332
$1.31M 0.06%
26,873
-6,799
333
$1.31M 0.06%
5,349
-910
334
$1.3M 0.06%
5,357
+5,125
335
$1.3M 0.06%
12,012
-1,503
336
$1.29M 0.06%
19,897
-2,093
337
$1.29M 0.06%
66,732
+3,392
338
$1.28M 0.06%
25,721
+19,786
339
$1.28M 0.06%
35,486
+10,983
340
$1.25M 0.06%
13,321
-6,207
341
$1.25M 0.06%
15,399
+5,687
342
$1.24M 0.06%
+14,484
343
$1.23M 0.06%
40,620
-940
344
$1.23M 0.06%
37,563
-40,987
345
$1.23M 0.06%
37,092
+1,386
346
$1.22M 0.06%
34,675
-454
347
$1.21M 0.06%
18,409
+141
348
$1.21M 0.06%
15,016
-1,646
349
$1.19M 0.06%
23,657
-1,163,554
350
$1.18M 0.06%
55,788
-989
12 13
14
15 16