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
651
$404K 0.02%
17,481
+881
652
$403K 0.02%
942
-407
653
$403K 0.02%
9,069
-550
654
$403K 0.02%
12,509
-3,906
655
$401K 0.02%
2,085
-49
656
$401K 0.02%
1,219
-25
657
$400K 0.02%
3,688
+389
658
$399K 0.02%
9,520
-657
659
$399K 0.02%
3,573
-257
660
$397K 0.02%
22,027
+500
661
$397K 0.02%
7,621
-2,075
662
$395K 0.02%
6,716
-4,756
663
$394K 0.02%
9,459
+464
664
$394K 0.02%
11,447
+11,142
665
$392K 0.02%
5,730
+2,508
666
$392K 0.02%
3,534
-325
667
$389K 0.02%
14,036
+12,791
668
$388K 0.02%
22,968
-309
669
$387K 0.02%
3,233
-129
670
$387K 0.02%
1,609
-22
671
$386K 0.02%
5,056
-18,195
672
$386K 0.02%
1,529
+1,044
673
$386K 0.02%
4,461
-917
674
$383K 0.02%
15,176
-2,561
675
$383K 0.02%
5,021
+553
25 26
27
28 29