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
351
$1.18M 0.06%
50,157
-1,813
352
$1.17M 0.06%
32,328
+13,710
353
$1.16M 0.05%
49,934
+4,888
354
$1.16M 0.05%
9,051
-839
355
$1.15M 0.05%
3,997
-164
356
$1.15M 0.05%
24,979
-4,240
357
$1.15M 0.05%
10,033
-1,245
358
$1.14M 0.05%
4,387
-2,869
359
$1.14M 0.05%
20,876
+221
360
$1.13M 0.05%
4,312
+221
361
$1.13M 0.05%
38,925
-26,153
362
$1.12M 0.05%
31,350
+666
363
$1.12M 0.05%
21,741
-517
364
$1.12M 0.05%
19,962
-1,911
365
$1.11M 0.05%
9,580
-6,663
366
$1.11M 0.05%
6,899
-3,682
367
$1.11M 0.05%
54,548
+742
368
$1.11M 0.05%
13,465
+28
369
$1.1M 0.05%
20,492
-1,162
370
$1.1M 0.05%
10,007
-6,420
371
$1.1M 0.05%
42,832
-24,258
372
$1.09M 0.05%
49,120
+5,179
373
$1.08M 0.05%
6,899
+572
374
$1.08M 0.05%
2,401
+2,265
375
$1.08M 0.05%
15,399
-7,358
13 14
15
16 17