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
751
$312K 0.01%
9,059
752
$311K 0.01%
5,088
+4,931
753
$311K 0.01%
14,093
-1,039
754
$311K 0.01%
12,244
-67
755
$310K 0.01%
2,261
+70
756
$309K 0.01%
4,912
-54
757
$309K 0.01%
9,550
-203
758
$309K 0.01%
8,958
-16,029
759
$307K 0.01%
3,494
+416
760
$307K 0.01%
21,628
+1,525
761
$307K 0.01%
2,837
-273
762
$306K 0.01%
1,833
+1,178
763
$304K 0.01%
1,444
-368
764
$304K 0.01%
4,349
-173
765
$303K 0.01%
7,777
+3,040
766
$303K 0.01%
589
+142
767
$303K 0.01%
376
-205
768
$303K 0.01%
2,821
+204
769
$302K 0.01%
4,641
-747
770
$302K 0.01%
11,030
-8,520
771
$301K 0.01%
4,779
772
$301K 0.01%
4,530
+864
773
$299K 0.01%
1,768
-212
774
$299K 0.01%
5,827
-6,389
775
$299K 0.01%
1,164
-305
29 30
31
32 33