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
1176
$117K 0.01%
5,000
-4,272
1177
$117K 0.01%
2,036
+1,484
1178
$117K 0.01%
474
-73
1179
$117K 0.01%
1,542
-5,952
1180
$117K 0.01%
4,189
1181
$117K 0.01%
+2,158
1182
$117K 0.01%
2,160
-646
1183
$116K 0.01%
16,674
-1,000
1184
$116K 0.01%
4,959
+589
1185
$115K 0.01%
204
-111
1186
$115K 0.01%
1,884
+227
1187
$115K 0.01%
4,000
1188
$115K 0.01%
1,686
-993
1189
$113K 0.01%
1,200
1190
$113K 0.01%
1,882
+343
1191
$113K 0.01%
2,652
-454
1192
$113K 0.01%
1,470
+28
1193
$113K 0.01%
3,674
+2,395
1194
$113K 0.01%
1,083
-41
1195
$112K 0.01%
1,715
+121
1196
$112K 0.01%
4,622
+312
1197
$112K 0.01%
542
-75
1198
$112K 0.01%
514
+2
1199
$111K 0.01%
814
+206
1200
$111K 0.01%
8,085
-5,302
46 47
48
49 50