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
851
$253K 0.01%
1,123
-313
852
$253K 0.01%
4,164
-43,576
853
$252K 0.01%
7,243
-1,828
854
$252K 0.01%
6,959
-19,483
855
$249K 0.01%
2,712
+700
856
$247K 0.01%
3,845
+225
857
$246K 0.01%
6,638
-397
858
$246K 0.01%
3,801
-8,001
859
$244K 0.01%
2,533
+865
860
$244K 0.01%
3,030
-29
861
$244K 0.01%
3,367
-3,601
862
$244K 0.01%
3,159
+671
863
$243K 0.01%
3,586
+102
864
$243K 0.01%
4,879
+958
865
$241K 0.01%
200
-210
866
$240K 0.01%
3,387
-262
867
$239K 0.01%
11,033
+25
868
$238K 0.01%
11,447
+9,681
869
$235K 0.01%
619
-3
870
$235K 0.01%
4,457
-3,604
871
$235K 0.01%
1,424
-477
872
$235K 0.01%
3,090
+679
873
$234K 0.01%
7,396
-2,552
874
$234K 0.01%
2,031
-1,506
875
$234K 0.01%
5,272
33 34
35
36 37