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
826
$270K 0.01%
2,052
+241
827
$269K 0.01%
4,667
-837
828
$269K 0.01%
4,289
-35,897
829
$268K 0.01%
586
-2,404
830
$268K 0.01%
7,446
831
$268K 0.01%
5,587
-2,365
832
$266K 0.01%
+11,255
833
$266K 0.01%
9,255
-10,618
834
$265K 0.01%
6,133
-156
835
$263K 0.01%
681
-56
836
$262K 0.01%
958
837
$262K 0.01%
10,996
+7,363
838
$262K 0.01%
10,210
-755
839
$262K 0.01%
2,149
-96
840
$261K 0.01%
3,616
-129
841
$261K 0.01%
9,411
-3,053
842
$260K 0.01%
3,246
-31
843
$260K 0.01%
2,021
+88
844
$260K 0.01%
512
-108
845
$260K 0.01%
820
-10
846
$257K 0.01%
1,602
-77
847
$257K 0.01%
972
-46
848
$255K 0.01%
2,539
-1,067
849
$255K 0.01%
2,617
+601
850
$254K 0.01%
2,519
-1,466
32 33
34
35 36