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
451
$784K 0.04%
12,644
+7,904
452
$781K 0.04%
5,845
-402
453
$781K 0.04%
4,901
-959
454
$778K 0.04%
6,625
+5,152
455
$777K 0.04%
4,336
-1,048
456
$773K 0.04%
16,416
-11,214
457
$770K 0.04%
9,509
+634
458
$767K 0.04%
16,933
-11,239
459
$766K 0.04%
20,521
+294
460
$765K 0.04%
30,869
-146
461
$759K 0.04%
5,585
-597
462
$759K 0.04%
3,755
463
$756K 0.04%
6,216
-3,263
464
$754K 0.04%
5,217
+718
465
$745K 0.04%
19,822
-36,920
466
$741K 0.04%
12,382
-11,138
467
– –
-4,945
468
$737K 0.03%
7,569
-1,938
469
$708K 0.03%
11,954
+21
470
$706K 0.03%
4,688
+296
471
$705K 0.03%
7,718
-5,025
472
$704K 0.03%
6,551
-1,217
473
$702K 0.03%
6,056
-1,927
474
$701K 0.03%
26,591
-2,836
475
$700K 0.03%
+32,142
17 18
19
20 21