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
876
$233K 0.01%
6,497
+4,266
877
$233K 0.01%
420
+279
878
$233K 0.01%
832
+68
879
$233K 0.01%
805
-328
880
$232K 0.01%
2,522
+211
881
$232K 0.01%
2,304
-32
882
$232K 0.01%
4,789
-695
883
$231K 0.01%
2,250
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884
$231K 0.01%
6,301
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885
$231K 0.01%
1,214
-6
886
$231K 0.01%
+6,381
887
$231K 0.01%
4,707
-46
888
$230K 0.01%
6,444
-728
889
$229K 0.01%
5,918
+121
890
$229K 0.01%
5,280
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891
$228K 0.01%
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$228K 0.01%
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893
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4,349
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$228K 0.01%
6,946
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895
$227K 0.01%
6,964
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896
$227K 0.01%
6,517
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897
$226K 0.01%
17,806
-2,064
898
$226K 0.01%
5,195
899
$226K 0.01%
3,758
+893
900
$225K 0.01%
665
-6
34 35
36
37 38