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
726
$331K 0.02%
2,292
+1,727
727
$331K 0.02%
10,991
-740
728
$330K 0.02%
7,168
-5,141
729
$330K 0.02%
3,180
+18
730
$330K 0.02%
9,868
731
$330K 0.02%
15,524
+595
732
$327K 0.02%
323
+60
733
$325K 0.02%
5,563
-1,726
734
$325K 0.02%
1,422
+294
735
$325K 0.02%
8,552
-774
736
$324K 0.02%
19,130
-3,615
737
$323K 0.02%
4,525
-2,431
738
$322K 0.02%
4,998
-11,780
739
$322K 0.02%
7,050
+350
740
$321K 0.02%
1,164
+155
741
$320K 0.02%
886
-18
742
$320K 0.02%
2,250
+413
743
$318K 0.02%
6,234
744
$317K 0.02%
816
+262
745
$317K 0.02%
22,016
+12,387
746
$316K 0.01%
5,103
-21,005
747
$315K 0.01%
8,545
-965
748
$315K 0.01%
5,453
+427
749
$313K 0.01%
3,393
-528
750
$313K 0.01%
25,425
+6,794
28 29
30
31 32