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
976
$188K 0.01%
4,916
+3,610
977
$188K 0.01%
8,127
+22
978
$187K 0.01%
8,966
-216
979
$187K 0.01%
3,454
-3
980
$187K 0.01%
3,371
981
$187K 0.01%
8,383
-2,365
982
$186K 0.01%
5,117
+1
983
$186K 0.01%
4,011
-474
984
$185K 0.01%
3,300
985
$185K 0.01%
1,016
+305
986
$185K 0.01%
4,019
-10,194
987
$185K 0.01%
4,993
+618
988
$185K 0.01%
2,143
-175
989
$184K 0.01%
6,400
+6,340
990
$184K 0.01%
1,350
991
$184K 0.01%
16,740
+14,550
992
$182K 0.01%
8,563
+44
993
$182K 0.01%
1,432
+847
994
$181K 0.01%
3,302
-2,866
995
$181K 0.01%
9,525
+7,700
996
$181K 0.01%
5,173
+4,441
997
$180K 0.01%
16,742
+93
998
$180K 0.01%
3,053
-44
999
$179K 0.01%
1,711
-372
1000
$178K 0.01%
6,566
-26,986
38 39
40
41 42