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
126
$3.59M 0.17%
69,922
+2,550
127
$3.57M 0.17%
34,663
+32,905
128
$3.56M 0.17%
109,038
-1,992
129
$3.56M 0.17%
20,444
+1,591
130
$3.5M 0.17%
103,813
-20,684
131
$3.48M 0.16%
11,163
+2,484
132
$3.45M 0.16%
20,314
-1,768
133
$3.45M 0.16%
7,608
-504
134
$3.44M 0.16%
27,415
+9,191
135
$3.42M 0.16%
34,543
+4,212
136
$3.42M 0.16%
67,005
+1,485
137
$3.41M 0.16%
48,096
-8,766
138
$3.41M 0.16%
68,982
-6,683
139
$3.4M 0.16%
41,075
+213
140
$3.4M 0.16%
65,726
+7,367
141
$3.39M 0.16%
73,542
-4,744
142
$3.39M 0.16%
6,379
-220
143
$3.37M 0.16%
74,424
+847
144
$3.32M 0.16%
69,008
-1,588
145
$3.31M 0.16%
42,808
+18,774
146
$3.27M 0.15%
14,054
+3,137
147
$3.27M 0.15%
53,880
-6,915
148
$3.24M 0.15%
55,590
-7,058
149
$3.19M 0.15%
5,854
+980
150
$3.18M 0.15%
34,376
+5,447
4 5
6
7 8