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
176
$2.62M 0.12%
17,252
-322
177
$2.61M 0.12%
10,510
-1,658
178
$2.61M 0.12%
4,379
+778
179
$2.61M 0.12%
+109,618
180
$2.6M 0.12%
114,535
+9,761
181
$2.6M 0.12%
102,548
-1,635
182
$2.59M 0.12%
51,296
-912
183
$2.59M 0.12%
28,662
-7,794
184
$2.58M 0.12%
+424,769
185
$2.58M 0.12%
63,971
-11,680
186
$2.57M 0.12%
84,957
-189
187
$2.56M 0.12%
27,022
+934
188
$2.56M 0.12%
14,993
+1,993
189
$2.52M 0.12%
28,324
-2,114
190
$2.52M 0.12%
104,142
-7,180
191
$2.52M 0.12%
71,195
-68,670
192
$2.49M 0.12%
56,890
+1,600
193
$2.49M 0.12%
30,719
+27,332
194
$2.46M 0.12%
101,897
+24,139
195
$2.45M 0.12%
49,695
+1,566
196
$2.44M 0.12%
142,082
+8,339
197
$2.41M 0.11%
70,383
+30,506
198
$2.39M 0.11%
19,694
+18,454
199
$2.38M 0.11%
47,112
+39,162
200
$2.37M 0.11%
17,355
+1,390
6 7
8
9 10