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
526
$604K 0.03%
6,441
+1,288
527
$604K 0.03%
9,525
-165
528
$595K 0.03%
19,957
-45,506
529
$594K 0.03%
2,181
+318
530
$593K 0.03%
5,628
-390
531
$593K 0.03%
716
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532
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1,022
-7
533
$587K 0.03%
66,077
-6,650
534
$587K 0.03%
3,131
-1,412
535
$586K 0.03%
20,294
-79
536
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16,294
-254
537
$581K 0.03%
23,304
-3,633
538
$577K 0.03%
4,533
-75
539
$576K 0.03%
2,299
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540
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7,607
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543
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17,121
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13,450
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545
$569K 0.03%
6,911
-6,981
546
$569K 0.03%
26,810
-294
547
$569K 0.03%
14,612
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548
$567K 0.03%
6,739
+150
549
$567K 0.03%
80,934
-1,307
550
$560K 0.03%
4,237
-5,554
20 21
22
23 24