IA

IFP Advisors Portfolio holdings

AUM $4.45B
1-Year Est. Return 19.36%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.36%
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
+$13.4M
2
+$10.7M
3
+$10.5M
4
UCON icon
First Trust Smith Unconstrained Bond ETF
UCON
+$8.78M
5
IYR icon
iShares US Real Estate ETF
IYR
+$8.68M

Top Sells

1
+$58.6M
2
+$24.2M
3
+$18.3M
4
UUP icon
Invesco DB US Dollar Index Bullish Fund
UUP
+$15.9M
5
TFLO icon
iShares Treasury Floating Rate Bond ETF
TFLO
+$15.2M

Sector Composition

1 Technology 8.52%
2 Financials 4.14%
3 Industrials 3.39%
4 Consumer Discretionary 3.34%
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%
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-249
705
$353K 0.02%
2,678
-868
706
$353K 0.02%
3,709
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707
$352K 0.02%
4,707
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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
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2,724
+1,842
713
$345K 0.02%
10,375
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714
$345K 0.02%
8,288
-1,329
715
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7,809
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717
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8,887
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718
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719
$343K 0.02%
14,175
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720
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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