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
576
$513K 0.02%
4,408
-3,457
577
$513K 0.02%
2,137
-179
578
$508K 0.02%
6,955
-323
579
$508K 0.02%
11,740
-497
580
$506K 0.02%
+19,111
581
$503K 0.02%
12,640
-1,567
582
$501K 0.02%
40,969
+16,055
583
$498K 0.02%
9,545
-19,514
584
$498K 0.02%
1,839
-343
585
$498K 0.02%
2,914
+52
586
$497K 0.02%
12,720
+9,265
587
$495K 0.02%
2,203
-337
588
$494K 0.02%
8,772
-542
589
$492K 0.02%
8,004
+1,249
590
$491K 0.02%
15,016
-750
591
$487K 0.02%
137
+55
592
$484K 0.02%
12,445
-356
593
$479K 0.02%
63,605
+24,360
594
$478K 0.02%
1,159
+872
595
$477K 0.02%
32,242
+863
596
$475K 0.02%
25,761
+4,468
597
$471K 0.02%
3,401
+233
598
$471K 0.02%
5,941
+1,088
599
$471K 0.02%
29,539
-7,985
600
$469K 0.02%
11,487
22 23
24
25 26