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
1101
$147K 0.01%
1,643
-352
1102
$147K 0.01%
12,328
-1,112
1103
$147K 0.01%
1,800
1104
$146K 0.01%
3,324
+2
1105
$146K 0.01%
3,927
-18
1106
$146K 0.01%
2,446
+2,429
1107
$146K 0.01%
1,231
+175
1108
$146K 0.01%
125
+1
1109
$145K 0.01%
740
+705
1110
$145K 0.01%
400
+37
1111
$144K 0.01%
1,854
-250
1112
$144K 0.01%
3,047
-229
1113
$143K 0.01%
3,969
-8,737
1114
$143K 0.01%
3,434
-148
1115
$143K 0.01%
2,068
+74
1116
$143K 0.01%
22,342
+19,509
1117
$142K 0.01%
649
+350
1118
$142K 0.01%
2,229
-5
1119
$142K 0.01%
4,335
1120
$141K 0.01%
7,348
-175
1121
$141K 0.01%
4,817
-1,326
1122
$141K 0.01%
4,523
+153
1123
$141K 0.01%
1,820
-500
1124
$141K 0.01%
519
+1
1125
$139K 0.01%
3,522
-955
43 44
45
46 47