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
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
-594
567
$532K 0.03%
3,909
+570
568
$530K 0.03%
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