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
1151
$129K 0.01%
3,581
-137
1152
$128K 0.01%
12,604
1153
$126K 0.01%
1,570
-27
1154
$126K 0.01%
1,350
-8,736
1155
$126K 0.01%
4,300
+348
1156
$125K 0.01%
3,533
1157
$125K 0.01%
2,720
1158
$124K 0.01%
4,615
+179
1159
$124K 0.01%
+2,340
1160
$124K 0.01%
3,093
-813
1161
$124K 0.01%
1,905
-34
1162
$123K 0.01%
5,343
+500
1163
$123K 0.01%
803
-59
1164
$122K 0.01%
1,482
-925
1165
$121K 0.01%
11,000
1166
$121K 0.01%
701
-28
1167
$121K 0.01%
2,637
-484
1168
$120K 0.01%
3,170
+96
1169
$120K 0.01%
1,517
-237
1170
$120K 0.01%
6,743
-8,202
1171
$119K 0.01%
1,575
-17
1172
$118K 0.01%
847
-83
1173
$118K 0.01%
986
-1,594
1174
$118K 0.01%
4,086
-568
1175
$118K 0.01%
536
+121
45 46
47
48 49