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
701
$359K 0.02%
761
-1,922
702
$357K 0.02%
2,827
-155
703
$355K 0.02%
3,621
-373
704
$355K 0.02%
1,502
-249
705
$353K 0.02%
2,678
-868
706
$353K 0.02%
3,709
-874
707
$352K 0.02%
4,707
-1,791
708
$350K 0.02%
7,668
+1,901
709
$350K 0.02%
4,635
-214
710
$349K 0.02%
+1,009
711
$349K 0.02%
10,719
+2,604
712
$348K 0.02%
2,724
+1,842
713
$345K 0.02%
10,375
+592
714
$345K 0.02%
8,288
-1,329
715
$345K 0.02%
7,809
-1,213
716
$345K 0.02%
11,722
-865
717
$344K 0.02%
8,887
-1,776
718
$343K 0.02%
5,034
719
$343K 0.02%
14,175
-48
720
$340K 0.02%
7,231
-288
721
$337K 0.02%
2,768
+5
722
$332K 0.02%
4,933
-939
723
$332K 0.02%
18,417
+704
724
$332K 0.02%
15,017
-6,647
725
$331K 0.02%
16,060
-9,835
27 28
29
30 31