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
626
$433K 0.02%
4,033
+855
627
$433K 0.02%
3,037
+43
628
$431K 0.02%
1,389
+134
629
$431K 0.02%
27,521
-922
630
$430K 0.02%
489
+47
631
$429K 0.02%
+4,078
632
$428K 0.02%
11,354
+3,693
633
$428K 0.02%
2,260
+144
634
$428K 0.02%
9,367
-812
635
$426K 0.02%
17,990
+8,715
636
$424K 0.02%
16,254
-4,721
637
$424K 0.02%
39,292
+8,908
638
$424K 0.02%
21,209
+143
639
$423K 0.02%
18,656
-5,936
640
$421K 0.02%
13,826
-2,298
641
$418K 0.02%
16,869
-39,498
642
$416K 0.02%
19,915
-1,810
643
$412K 0.02%
17,866
-110
644
$411K 0.02%
7,560
+6,840
645
$410K 0.02%
13,764
-700
646
$407K 0.02%
15,297
-42,794
647
$407K 0.02%
7,879
-1,315
648
$407K 0.02%
3,107
-45,149
649
$406K 0.02%
17,628
-31,858
650
$406K 0.02%
4,502
+316
24 25
26
27 28