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
1051
$161K 0.01%
2,372
+3
1052
$161K 0.01%
5,938
-50
1053
$161K 0.01%
1,593
-1,008
1054
$161K 0.01%
1,697
+619
1055
$161K 0.01%
7,266
+245
1056
$160K 0.01%
4,890
+2,537
1057
$160K 0.01%
1,189
-44,264
1058
$160K 0.01%
7,569
-200
1059
$160K 0.01%
5,814
+2,683
1060
$160K 0.01%
815
+805
1061
$159K 0.01%
8,005
-1,250
1062
$159K 0.01%
1,710
+1,600
1063
$158K 0.01%
703
-138
1064
$158K 0.01%
8,149
-694
1065
$158K 0.01%
3,533
-201
1066
$158K 0.01%
1,816
-263
1067
$157K 0.01%
3,901
-13,982
1068
$157K 0.01%
954
-230
1069
$157K 0.01%
2,530
-23
1070
$157K 0.01%
1,012
-105
1071
$156K 0.01%
6,463
-1,842
1072
$156K 0.01%
6,400
+100
1073
$156K 0.01%
3,814
-16,764
1074
$155K 0.01%
1,432
1075
$155K 0.01%
1,375
-565
41 42
43
44 45