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
501
$649K 0.03%
14,485
+3,840
502
$648K 0.03%
16,440
-27,766
503
$647K 0.03%
7,113
-811
504
$647K 0.03%
25,445
+273
505
$645K 0.03%
4,445
-2,718
506
$643K 0.03%
3,021
507
$641K 0.03%
23,164
+3,940
508
$640K 0.03%
32,029
+815
509
$639K 0.03%
38,179
-127,409
510
$638K 0.03%
6,166
+1,922
511
$636K 0.03%
842
+5
512
$636K 0.03%
4,429
-3,115
513
$635K 0.03%
15,788
-2,022
514
$634K 0.03%
4,897
-104
515
$627K 0.03%
8,805
+652
516
$624K 0.03%
7,300
+2,667
517
$623K 0.03%
7,287
-26
518
$617K 0.03%
12,499
-1,857
519
$617K 0.03%
18,214
520
$615K 0.03%
+31,201
521
$615K 0.03%
18,433
-752
522
$613K 0.03%
34,760
-19,506
523
$612K 0.03%
3,490
+2,139
524
$611K 0.03%
11,147
-4,150
525
$611K 0.03%
2,832
-738
19 20
21
22 23