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
151
$3.03M 0.14%
15,842
-19,638
152
$3M 0.14%
71,420
-96
153
$3M 0.14%
51,235
-3,623
154
$2.95M 0.14%
37,826
+3,385
155
$2.95M 0.14%
72,041
-5,450
156
$2.94M 0.14%
30,898
+5,774
157
$2.9M 0.14%
77,811
-906
158
$2.89M 0.14%
57,818
-1,296
159
$2.89M 0.14%
36,940
+19,630
160
$2.88M 0.14%
12,369
-1,546
161
$2.85M 0.13%
80,400
-1,500
162
$2.82M 0.13%
56,391
+2,795
163
$2.81M 0.13%
4,904
-772
164
$2.77M 0.13%
164,543
-18,953
165
$2.77M 0.13%
18,794
+6,495
166
$2.76M 0.13%
12,959
-2,652
167
$2.74M 0.13%
66,088
-5,417
168
$2.71M 0.13%
38,452
+7,005
169
$2.69M 0.13%
28,639
+1,984
170
$2.69M 0.13%
85,564
-4,832
171
$2.69M 0.13%
12,098
-965
172
$2.67M 0.13%
13,880
+97
173
$2.65M 0.13%
231,051
+18,123
174
$2.64M 0.12%
49,097
-1,950
175
$2.63M 0.12%
91,710
-31,054
5 6
7
8 9