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
1076
$154K 0.01%
2,029
+1,873
1077
$154K 0.01%
5,220
-747
1078
$153K 0.01%
644
+17
1079
$152K 0.01%
3,517
+365
1080
$152K 0.01%
927
-174
1081
$152K 0.01%
3,529
+227
1082
$152K 0.01%
5,314
-4,997
1083
$152K 0.01%
2,774
+1,038
1084
$151K 0.01%
5,973
-694
1085
$151K 0.01%
5,487
-2,542
1086
$151K 0.01%
2,410
+359
1087
$151K 0.01%
3,195
-2,246
1088
$151K 0.01%
3,235
-749
1089
$151K 0.01%
9,749
+1,497
1090
$151K 0.01%
4,427
-1,675
1091
$150K 0.01%
1,406
-83
1092
$150K 0.01%
1,022
-190
1093
$150K 0.01%
1,845
-4
1094
$149K 0.01%
3,700
-382
1095
$149K 0.01%
11,042
+10,846
1096
$149K 0.01%
1,134
+332
1097
$149K 0.01%
2,955
-5,648
1098
$148K 0.01%
821
+104
1099
$148K 0.01%
1,981
-1,246
1100
$148K 0.01%
1,581
+1,199
42 43
44
45 46