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
1001
$178K 0.01%
700
-662
1002
$177K 0.01%
11,581
+2,472
1003
$176K 0.01%
1,890
-832
1004
$176K 0.01%
2,551
-1,200
1005
$176K 0.01%
9,000
1006
$175K 0.01%
4,588
+1,343
1007
$175K 0.01%
1,231
-724
1008
$175K 0.01%
575
+73
1009
$175K 0.01%
2,068
1010
$175K 0.01%
1,071
-1,352
1011
$175K 0.01%
+3,800
1012
$174K 0.01%
493
+490
1013
$174K 0.01%
1,256
-12
1014
$173K 0.01%
145
-5
1015
$173K 0.01%
2,913
-34,562
1016
$173K 0.01%
1,475
-2
1017
$173K 0.01%
7,801
-203
1018
$171K 0.01%
9,392
-267
1019
$171K 0.01%
2,779
-671
1020
$171K 0.01%
5,656
+2,355
1021
$170K 0.01%
3,700
-270
1022
$169K 0.01%
749
-337
1023
$169K 0.01%
778
+39
1024
$169K 0.01%
4,096
-161
1025
$168K 0.01%
3,398
+1,842
39 40
41
42 43