IA

IFP Advisors Portfolio holdings

AUM $3.52B
1-Year Est. Return 15.89%
This Quarter Est. Return
1 Year Est. Return
+15.89%
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
101
$4.52M 0.21%
45,274
-150,532
102
$4.48M 0.21%
12,753
+520
103
$4.46M 0.21%
40,713
-3,174
104
$4.35M 0.21%
186,520
+7,694
105
$4.33M 0.2%
183,436
+19,994
106
$4.33M 0.2%
75,394
-3,310
107
$4.19M 0.2%
181,832
+179,341
108
$4.15M 0.2%
165,240
+142,021
109
$4.14M 0.2%
53,805
+2,040
110
$3.99M 0.19%
96,681
+38,194
111
$3.95M 0.19%
104,794
-20,590
112
$3.89M 0.18%
216,703
+64,186
113
$3.78M 0.18%
80,491
+48,940
114
$3.77M 0.18%
20,925
-7,852
115
$3.72M 0.18%
196,227
+96,165
116
$3.7M 0.17%
45,147
+14,227
117
$3.66M 0.17%
12,356
-2,239
118
$3.66M 0.17%
151,814
-3,790
119
$3.66M 0.17%
40,718
+3,684
120
$3.65M 0.17%
32,660
+4,390
121
$3.64M 0.17%
168,489
-5,522
122
$3.64M 0.17%
14,804
+848
123
$3.63M 0.17%
125,606
-136
124
$3.61M 0.17%
17,225
-2,297
125
$3.6M 0.17%
7,439
-324
3 4
5
6 7