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
951
$198K 0.01%
9,276
+1,505
952
$198K 0.01%
9,200
953
$198K 0.01%
1,962
+1,556
954
$198K 0.01%
2,248
-166
955
$198K 0.01%
5,708
-111
956
$197K 0.01%
5,954
+1,270
957
$197K 0.01%
628
-240
958
$196K 0.01%
5,418
-4,109
959
$195K 0.01%
40,170
960
$194K 0.01%
5,516
961
$194K 0.01%
5,036
+90
962
$193K 0.01%
1,184
-72
963
$193K 0.01%
2,983
-1,027
964
$193K 0.01%
1,301
+4
965
$192K 0.01%
14,537
+2,432
966
$192K 0.01%
5,735
-3,603
967
$192K 0.01%
1,315
-132
968
$191K 0.01%
4,424
-61
969
$191K 0.01%
1,002
-298
970
$191K 0.01%
1,820
-412
971
$190K 0.01%
12,985
-512
972
$189K 0.01%
6,591
+6,243
973
$189K 0.01%
5,403
+602
974
$189K 0.01%
+6,004
975
$188K 0.01%
4,994
+2,173
37 38
39
40 41