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
1276
$94.6K ﹤0.01%
2,082
+4
1277
$93.9K ﹤0.01%
1,621
-3,067
1278
$93.9K ﹤0.01%
77
-1
1279
$93.8K ﹤0.01%
7,375
+659
1280
$93.6K ﹤0.01%
3,143
+2,638
1281
$93.4K ﹤0.01%
694
+314
1282
$93.2K ﹤0.01%
1,001
+854
1283
$92.9K ﹤0.01%
801
-295
1284
$92.7K ﹤0.01%
3,889
-330
1285
$92.7K ﹤0.01%
2,776
+859
1286
$92.1K ﹤0.01%
919
-241,380
1287
$92K ﹤0.01%
2,725
-10,694
1288
$91.8K ﹤0.01%
2,058
-41
1289
$91.4K ﹤0.01%
583
-10
1290
$91.3K ﹤0.01%
4,293
-4,069
1291
$90.5K ﹤0.01%
1,925
1292
$90.4K ﹤0.01%
5,262
-214
1293
$90.3K ﹤0.01%
2,393
-491
1294
$89.7K ﹤0.01%
489
+1
1295
$89.6K ﹤0.01%
+1,951
1296
$89.2K ﹤0.01%
868
+374
1297
$88.6K ﹤0.01%
14,485
+9,225
1298
$88.3K ﹤0.01%
9,000
1299
$88K ﹤0.01%
3,550
1300
$87.9K ﹤0.01%
834
+321
50 51
52
53 54