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
776
$298K 0.01%
10,169
-5,012
777
$298K 0.01%
14,415
-6,492
778
$297K 0.01%
1,342
+747
779
$296K 0.01%
17,728
+32
780
$295K 0.01%
6,755
+718
781
$294K 0.01%
9,309
+6,374
782
$294K 0.01%
12,479
-392
783
$294K 0.01%
4,877
-1,512
784
$292K 0.01%
7,288
-26,809
785
$291K 0.01%
5,080
-525
786
$290K 0.01%
5,435
-522
787
$289K 0.01%
11,228
-9,342
788
$288K 0.01%
5,030
-283
789
$287K 0.01%
5,880
+490
790
$287K 0.01%
2,444
-9,158
791
$287K 0.01%
5,732
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792
$286K 0.01%
6,646
-2,591
793
$286K 0.01%
11,673
-1,807
794
$286K 0.01%
9,903
+690
795
$284K 0.01%
8,054
796
$283K 0.01%
14,100
-1,857
797
$282K 0.01%
3,677
-62
798
$282K 0.01%
2,414
+93
799
$281K 0.01%
13,777
+294
800
$280K 0.01%
10,716
-2,938
30 31
32
33 34