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
1026
$168K 0.01%
651
+33
1027
$168K 0.01%
3,621
+3,481
1028
$167K 0.01%
+2,031
1029
$167K 0.01%
3,388
+2,871
1030
$167K 0.01%
5,600
-712
1031
$167K 0.01%
2,204
+1,904
1032
$166K 0.01%
1,827
-199
1033
$166K 0.01%
3,658
-879
1034
$166K 0.01%
13,533
-2,165
1035
$165K 0.01%
4,504
1036
$165K 0.01%
3,523
-3,574
1037
$165K 0.01%
1,929
-1,613
1038
$165K 0.01%
3,106
+38
1039
$165K 0.01%
3,250
-774
1040
$164K 0.01%
3,744
-1,332
1041
$164K 0.01%
5,601
+319
1042
$164K 0.01%
505
+30
1043
$163K 0.01%
823
-149
1044
$163K 0.01%
8,119
+6,980
1045
$162K 0.01%
1,281
+249
1046
$162K 0.01%
2,632
+1,842
1047
$162K 0.01%
5,645
-2,119
1048
$162K 0.01%
726
+108
1049
$162K 0.01%
4,941
+2,915
1050
$161K 0.01%
4,908
40 41
42
43 44