IA

IFP Advisors Portfolio holdings

AUM $4.45B
1-Year Est. Return 19.36%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.36%
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
+$13.4M
2
+$10.7M
3
+$10.5M
4
UCON icon
First Trust Smith Unconstrained Bond ETF
UCON
+$8.78M
5
IYR icon
iShares US Real Estate ETF
IYR
+$8.68M

Top Sells

1
+$58.6M
2
+$24.2M
3
+$18.3M
4
UUP icon
Invesco DB US Dollar Index Bullish Fund
UUP
+$15.9M
5
TFLO icon
iShares Treasury Floating Rate Bond ETF
TFLO
+$15.2M

Sector Composition

1 Technology 8.52%
2 Financials 4.14%
3 Industrials 3.39%
4 Consumer Discretionary 3.34%
5 Healthcare 2.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$557K 0.03%
17,050
552
$554K 0.03%
15,950
-6,768
553
$554K 0.03%
1,653
+1,579
554
$550K 0.03%
23,924
-90
555
$548K 0.03%
3,150
+144
556
$546K 0.03%
9,426
-2,811
557
$545K 0.03%
15,711
+1,973
558
$544K 0.03%
9,729
-835
559
$544K 0.03%
6,909
+99
560
$540K 0.03%
2,394
+38
561
$539K 0.03%
18,960
+8,910
562
$537K 0.03%
12,731
-9,109
563
$535K 0.03%
26,195
+1,650
564
$534K 0.03%
29,286
565
$533K 0.03%
2,187
-805
566
$533K 0.03%
26,587
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567
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3,909
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568
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17,749
-8,995
569
$527K 0.02%
18,952
+11,883
570
$525K 0.02%
20,237
+859
571
$524K 0.02%
52,668
+24,012
572
$524K 0.02%
1,553
+65
573
$522K 0.02%
3,992
-36
574
$520K 0.02%
43,959
+519
575
$514K 0.02%
16,266
+6,508
21 22
23
24 25