IA

IFP Advisors Portfolio holdings

AUM $4.45B
1-Year Est. Return 19.36%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.36%
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
+$13.4M
2
+$10.7M
3
+$10.5M
4
UCON icon
First Trust Smith Unconstrained Bond ETF
UCON
+$8.78M
5
IYR icon
iShares US Real Estate ETF
IYR
+$8.68M

Top Sells

1
+$58.6M
2
+$24.2M
3
+$18.3M
4
UUP icon
Invesco DB US Dollar Index Bullish Fund
UUP
+$15.9M
5
TFLO icon
iShares Treasury Floating Rate Bond ETF
TFLO
+$15.2M

Sector Composition

1 Technology 8.52%
2 Financials 4.14%
3 Industrials 3.39%
4 Consumer Discretionary 3.34%
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
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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
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839
$262K 0.01%
2,149
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840
$261K 0.01%
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$261K 0.01%
9,411
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843
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2,021
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844
$260K 0.01%
512
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845
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820
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846
$257K 0.01%
1,602
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847
$257K 0.01%
972
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848
$255K 0.01%
2,539
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849
$255K 0.01%
2,617
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850
$254K 0.01%
2,519
-1,466
32 33
34
35 36