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
676
$380K 0.02%
1,654
+409
677
$379K 0.02%
146
-12
678
$375K 0.02%
3,535
+53
679
$375K 0.02%
897
-256
680
$375K 0.02%
9,977
-791
681
$374K 0.02%
4,491
-9,170
682
$373K 0.02%
3,619
-498
683
$372K 0.02%
1,947
-531
684
$371K 0.02%
3,889
-254
685
$370K 0.02%
2,463
686
$370K 0.02%
2,594
-1,385
687
$369K 0.02%
6,816
+1,544
688
$368K 0.02%
10,134
+8,739
689
$368K 0.02%
2,688
-10,299
690
$367K 0.02%
7,479
-485
691
$367K 0.02%
11,543
+39
692
$365K 0.02%
2,798
+148
693
$365K 0.02%
8,025
+5,464
694
$365K 0.02%
1,693
+443
695
$364K 0.02%
1,827
+205
696
$362K 0.02%
31,854
-743
697
$362K 0.02%
6,744
+851
698
$362K 0.02%
782
-686
699
$362K 0.02%
8,537
+1,231
700
$362K 0.02%
2,888
+1,319
26 27
28
29 30