IA

IFP Advisors Portfolio holdings

AUM $3.52B
1-Year Est. Return 15.89%
This Quarter Est. Return
1 Year Est. Return
+15.89%
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
76
$6.19M 0.29%
64,425
-2,861
77
$6.15M 0.29%
53,920
+51,058
78
$5.9M 0.28%
222,734
-2,785
79
$5.72M 0.27%
40,589
-1,896
80
$5.67M 0.27%
56,067
-977
81
$5.66M 0.27%
37,927
-3,677
82
$5.61M 0.26%
120,260
-2,275
83
$5.57M 0.26%
75,799
-203,283
84
$5.54M 0.26%
223,764
+15,049
85
$5.3M 0.25%
55,002
+21,406
86
$5.3M 0.25%
66,172
+4,283
87
$5.27M 0.25%
102,247
-3,995
88
$5.09M 0.24%
44,663
-3,162
89
$5.09M 0.24%
19,523
-485
90
$5.02M 0.24%
209,775
+105,563
91
$4.95M 0.23%
13,993
+162
92
$4.91M 0.23%
31,319
-7,783
93
$4.85M 0.23%
125,189
+3,987
94
$4.84M 0.23%
94,994
+57,742
95
$4.83M 0.23%
31,161
-16,869
96
$4.82M 0.23%
193,461
-2,498
97
$4.73M 0.22%
142,297
-109,445
98
$4.69M 0.22%
43,298
-20,602
99
$4.66M 0.22%
13,456
-4,048
100
$4.57M 0.22%
70,318
-79,209
2 3
4
5 6