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
476
$700K 0.03%
24,415
+1,939
477
$699K 0.03%
6,390
-3,727
478
$695K 0.03%
57,031
-5,464
479
$688K 0.03%
1,811
-88
480
$687K 0.03%
3,388
+1,784
481
$683K 0.03%
21,759
+311
482
$682K 0.03%
16,023
+1,230
483
$679K 0.03%
4,372
-12
484
$678K 0.03%
+26,498
485
$675K 0.03%
4,361
+619
486
$674K 0.03%
40,409
-9,355
487
$674K 0.03%
8,014
488
$673K 0.03%
27,267
+11,434
489
$670K 0.03%
19,096
+288
490
$669K 0.03%
5,662
+156
491
$668K 0.03%
2,550
-1,951
492
$668K 0.03%
37,452
-14,818
493
$666K 0.03%
5,595
+74
494
$665K 0.03%
86,453
-28,937
495
$664K 0.03%
1,699
+152
496
$663K 0.03%
8,436
-2,584
497
$660K 0.03%
6,489
+222
498
$658K 0.03%
35,478
-3,038
499
$654K 0.03%
7,019
-3,923
500
$650K 0.03%
16,226
+2,332
18 19
20
21 22