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
376
$1.08M 0.05%
41,787
+10,817
377
$1.08M 0.05%
6,633
+122
378
$1.07M 0.05%
7,199
-2,239
379
$1.05M 0.05%
45,126
+42,104
380
$1.05M 0.05%
26,072
+86
381
$1.05M 0.05%
10,682
-420
382
$1.04M 0.05%
20,677
-300,239
383
$1.04M 0.05%
9,348
+1,206
384
$1.02M 0.05%
7,872
+313
385
$1.01M 0.05%
36,882
-5,501
386
$1.01M 0.05%
8,948
-8,473
387
$992K 0.05%
35,450
-3,663
388
$987K 0.05%
56,924
-140,069
389
$979K 0.05%
19,666
-142
390
$975K 0.05%
13,891
-127
391
$974K 0.05%
22,898
-1,372
392
$960K 0.05%
5,369
+87
393
$955K 0.05%
11,601
-3,644
394
$955K 0.05%
71,770
-17,467
395
$948K 0.04%
14,964
-200,115
396
$948K 0.04%
17,556
-1,273
397
$946K 0.04%
26,253
+8,230
398
$946K 0.04%
16,769
+6,486
399
$941K 0.04%
4,141
-474
400
$941K 0.04%
15,946
+2,276
14 15
16
17 18