IA

IFP Advisors Portfolio holdings

AUM $4.45B
1-Year Est. Return 19.36%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.36%
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
+$13.4M
2
+$10.7M
3
+$10.5M
4
UCON icon
First Trust Smith Unconstrained Bond ETF
UCON
+$8.78M
5
IYR icon
iShares US Real Estate ETF
IYR
+$8.68M

Top Sells

1
+$58.6M
2
+$24.2M
3
+$18.3M
4
UUP icon
Invesco DB US Dollar Index Bullish Fund
UUP
+$15.9M
5
TFLO icon
iShares Treasury Floating Rate Bond ETF
TFLO
+$15.2M

Sector Composition

1 Technology 8.52%
2 Financials 4.14%
3 Industrials 3.39%
4 Consumer Discretionary 3.34%
5 Healthcare 2.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1401
$70K ﹤0.01%
10,000
1402
$69.9K ﹤0.01%
235
-107
1403
$69.5K ﹤0.01%
15,445
+3,411
1404
$69.5K ﹤0.01%
3,670
-1,690
1405
$69.3K ﹤0.01%
1,210
+500
1406
$69.2K ﹤0.01%
680
+473
1407
$69.1K ﹤0.01%
2,012
-533
1408
$68.9K ﹤0.01%
2,111
1409
$68.8K ﹤0.01%
251
-56
1410
$68.7K ﹤0.01%
2,392
-3,511
1411
$68.6K ﹤0.01%
2,244
-625
1412
$68.6K ﹤0.01%
900
-75
1413
$68.5K ﹤0.01%
1,983
+709
1414
$68.5K ﹤0.01%
212
-2
1415
$68.4K ﹤0.01%
776
+318
1416
$68.2K ﹤0.01%
1,713
+1,245
1417
$68.2K ﹤0.01%
2,585
-9,153
1418
$68.2K ﹤0.01%
1,500
-814
1419
$68.2K ﹤0.01%
606
1420
$68.2K ﹤0.01%
4,417
1421
$68K ﹤0.01%
1,896
-372
1422
$67.2K ﹤0.01%
4,695
-202
1423
$67.2K ﹤0.01%
1,127
+130
1424
$66.8K ﹤0.01%
7,328
+76
1425
$66.6K ﹤0.01%
3,542
-2,785
55 56
57
58 59