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
426
$840K 0.04%
6,537
-226
427
$838K 0.04%
15,016
-50
428
$838K 0.04%
3,062
-449
429
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29,553
+17,230
430
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26,859
-470,806
431
$832K 0.04%
10,875
+9,667
432
$831K 0.04%
22,754
-73,064
433
$826K 0.04%
16,061
-8,460
434
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1,682
-25
435
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37,141
+12,809
436
$821K 0.04%
43,102
-18,350
437
$817K 0.04%
5,270
-1,213
438
$812K 0.04%
10,086
+43
439
$811K 0.04%
7,733
-4,423
440
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441
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442
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31,717
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443
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26,313
444
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23,339
-1,517
445
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+35,915
446
$797K 0.04%
+14,004
447
$797K 0.04%
69,616
-6,094
448
$796K 0.04%
7,094
-151
449
$788K 0.04%
25,045
-1,488
450
$787K 0.04%
6,505
-114
16 17
18
19 20