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
1126
$138K 0.01%
6,750
-1,041
1127
$138K 0.01%
1,000
-423
1128
$137K 0.01%
1,630
-298
1129
$136K 0.01%
1,812
+1,712
1130
$136K 0.01%
3,000
-97
1131
$135K 0.01%
1,478
-323
1132
$135K 0.01%
7,521
+2,750
1133
$135K 0.01%
1,500
+1
1134
$135K 0.01%
6,740
-2,748
1135
$135K 0.01%
3,216
-2,316
1136
$135K 0.01%
1,860
-4,465
1137
$134K 0.01%
+5,395
1138
$132K 0.01%
2,384
-237
1139
$132K 0.01%
5,815
+1,522
1140
$132K 0.01%
2,519
+1,725
1141
$131K 0.01%
4,070
+2,995
1142
$131K 0.01%
224
-14
1143
$131K 0.01%
8,321
+3,905
1144
$131K 0.01%
1,321
+41
1145
$130K 0.01%
4,592
-2,854
1146
$130K 0.01%
1,344
+228
1147
$130K 0.01%
8,169
+65
1148
$130K 0.01%
445
-371
1149
$129K 0.01%
+3,673
1150
$129K 0.01%
1,793
-672
44 45
46
47 48