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
926
$210K 0.01%
3,079
+682
927
$209K 0.01%
5,708
+317
928
$209K 0.01%
1,377
+1,018
929
$209K 0.01%
2,462
-504
930
$208K 0.01%
1,853
-198
931
$208K 0.01%
8,036
+3,970
932
$206K 0.01%
4,485
+10
933
$206K 0.01%
4,494
+839
934
$204K 0.01%
5,536
-5,000
935
$203K 0.01%
4,278
-3,449
936
$203K 0.01%
893
+109
937
$203K 0.01%
7,091
-14,811
938
$202K 0.01%
5,060
-3,199
939
$201K 0.01%
3,100
+221
940
$201K 0.01%
3,400
-133
941
$201K 0.01%
1,373
+1,358
942
$201K 0.01%
659
-10
943
$200K 0.01%
1,630
+1,609
944
$200K 0.01%
5,989
+1,137
945
$200K 0.01%
3,917
-160
946
$199K 0.01%
4,409
-464
947
$199K 0.01%
17,601
-300
948
$199K 0.01%
3,587
+3,556
949
$198K 0.01%
15,597
-256
950
$198K 0.01%
9,569
+447
36 37
38
39 40