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
601
$468K 0.02%
3,511
-513
602
$466K 0.02%
2,162
-10
603
$464K 0.02%
9,435
-2,100
604
$463K 0.02%
4,119
+494
605
$459K 0.02%
4,417
-717
606
$457K 0.02%
9,106
-986
607
$455K 0.02%
12,516
+4,077
608
$454K 0.02%
2,869
-17
609
$452K 0.02%
1,482
+160
610
$451K 0.02%
5,082
+1,759
611
$449K 0.02%
5,086
-5,900
612
$449K 0.02%
5,807
+1,184
613
$449K 0.02%
88,337
+37,886
614
$448K 0.02%
21,507
-6,337
615
$447K 0.02%
1,769
-176
616
$443K 0.02%
1,184
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617
$443K 0.02%
15,583
-28,340
618
$440K 0.02%
32,681
+25,125
619
$438K 0.02%
7,637
-7,340
620
$438K 0.02%
1,463
-1,492
621
$438K 0.02%
2,516
-991
622
$437K 0.02%
278
+62
623
$434K 0.02%
4,027
-278
624
$433K 0.02%
7,785
+5,491
625
$433K 0.02%
6,007
-1,674
23 24
25
26 27