IA

IFP Advisors Portfolio holdings

AUM $3.52B
1-Year Est. Return 15.89%
This Quarter Est. Return
1 Year Est. Return
+15.89%
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
26
$13.1M 0.62%
93,628
-5,284
27
$12.4M 0.58%
145,664
-8,767
28
$12.3M 0.58%
355,462
+4,350
29
$11.9M 0.56%
117,088
-7,633
30
$11.9M 0.56%
27,326
-7,269
31
$11.6M 0.55%
416,683
-51,672
32
$11.6M 0.55%
348,604
+96,562
33
$11.4M 0.54%
235,234
-188,820
34
$11.4M 0.54%
267,290
+260,826
35
$11.3M 0.53%
351,941
+347,805
36
$11.1M 0.52%
146,729
-146,486
37
$11M 0.52%
99,725
+54,285
38
$10.8M 0.51%
277,478
+194,486
39
$10.8M 0.51%
160,921
+8,878
40
$10.5M 0.49%
61,399
-205
41
$10.3M 0.48%
545,418
-63,081
42
$10.2M 0.48%
185,097
-1,052
43
$10.1M 0.48%
299,873
+4,539
44
$9.97M 0.47%
109,055
+106,048
45
$9.96M 0.47%
417,532
+6,435
46
$9.86M 0.47%
398,674
+364,625
47
$9.44M 0.45%
149,487
+17,416
48
$9.37M 0.44%
182,716
+17,371
49
$9.29M 0.44%
63,104
+33,824
50
$9.1M 0.43%
183,740
-4,860
1
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