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
1451
$62.1K ﹤0.01%
4,999
+3,315
1452
$62K ﹤0.01%
802
-10,142
1453
$62K ﹤0.01%
301
+4
1454
$62K ﹤0.01%
385
+322
1455
$61.8K ﹤0.01%
1,771
-388
1456
$61.6K ﹤0.01%
575
+24
1457
$61.5K ﹤0.01%
1,830
1458
$61.5K ﹤0.01%
650
-200
1459
$61.5K ﹤0.01%
1,898
-4,332
1460
$61.4K ﹤0.01%
6,772
+67
1461
$61.3K ﹤0.01%
2,492
-171
1462
$61.3K ﹤0.01%
1,835
1463
$61.3K ﹤0.01%
2,796
+46
1464
$61K ﹤0.01%
1,343
+13
1465
$60.9K ﹤0.01%
383
+254
1466
$60.6K ﹤0.01%
1,756
+322
1467
$60.6K ﹤0.01%
948
-5,601
1468
$60.4K ﹤0.01%
2,120
-13,579
1469
$60.4K ﹤0.01%
366
+36
1470
$60K ﹤0.01%
182
+9
1471
$60K ﹤0.01%
3,604
-343
1472
$60K ﹤0.01%
2,788
+877
1473
$59.9K ﹤0.01%
640
+20
1474
$59.6K ﹤0.01%
1,891
-341
1475
$59.6K ﹤0.01%
4,155
+1,000
57 58
59
60 61