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
801
$279K 0.01%
3,389
+69
802
$279K 0.01%
13,688
+950
803
$279K 0.01%
4,212
-2,181
804
$278K 0.01%
2,340
-123
805
$278K 0.01%
3,426
-991
806
$277K 0.01%
4,081
-49
807
$277K 0.01%
195
+40
808
$276K 0.01%
1,392
-101
809
$276K 0.01%
4,279
-2,533
810
$276K 0.01%
942
+153
811
$275K 0.01%
26,920
+299
812
$275K 0.01%
3,397
+604
813
$275K 0.01%
4,419
-5,067
814
$275K 0.01%
1,431
-1,056
815
$275K 0.01%
4,856
-97,649
816
$274K 0.01%
3,056
+2,742
817
$274K 0.01%
5,086
-183
818
$274K 0.01%
7,825
-1,525
819
$274K 0.01%
1,242
+140
820
$274K 0.01%
14,099
-9,950
821
$273K 0.01%
3,958
+636
822
$273K 0.01%
12,351
-1,845
823
$272K 0.01%
11,132
-23,654
824
$271K 0.01%
8,372
-1,032
825
$271K 0.01%
12,436
-25,326
31 32
33
34 35