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
901
$223K 0.01%
3,729
-77
902
$223K 0.01%
5,444
+454
903
$221K 0.01%
13,344
904
$221K 0.01%
7,140
+2,231
905
$220K 0.01%
4,322
+293
906
$220K 0.01%
1,997
907
$219K 0.01%
11,710
+430
908
$218K 0.01%
7,011
-738
909
$218K 0.01%
1,221
-276
910
$218K 0.01%
1,851
+1
911
$217K 0.01%
2,856
-2,772
912
$216K 0.01%
985
-668
913
$216K 0.01%
5,025
-1,240
914
$216K 0.01%
3,678
915
$216K 0.01%
3,541
916
$215K 0.01%
3,208
-496
917
$215K 0.01%
1,843
+7
918
$214K 0.01%
5,513
-211
919
$214K 0.01%
5,810
+5,256
920
$214K 0.01%
2,731
-173
921
$213K 0.01%
1,144
+18
922
$212K 0.01%
748
-438
923
$212K 0.01%
818
+13
924
$211K 0.01%
5,885
-4,495
925
$211K 0.01%
2,520
-258
35 36
37
38 39