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
2001
$16K ﹤0.01%
725
2002
$16K ﹤0.01%
90
+35
2003
$15.9K ﹤0.01%
489
2004
$15.9K ﹤0.01%
197
-352
2005
$15.9K ﹤0.01%
500
2006
$15.9K ﹤0.01%
650
-419
2007
$15.8K ﹤0.01%
301
-115
2008
$15.8K ﹤0.01%
392
-99
2009
$15.8K ﹤0.01%
266
2010
$15.8K ﹤0.01%
777
+20
2011
$15.7K ﹤0.01%
422
+10
2012
$15.6K ﹤0.01%
455
-71
2013
$15.5K ﹤0.01%
638
+582
2014
$15.5K ﹤0.01%
127
-10
2015
$15.4K ﹤0.01%
1,360
-3,515
2016
$15.4K ﹤0.01%
179
2017
$15.4K ﹤0.01%
88
+2
2018
$15.4K ﹤0.01%
527
-500
2019
$15.4K ﹤0.01%
650
2020
$15.3K ﹤0.01%
202
2021
$15.2K ﹤0.01%
540
2022
$15.2K ﹤0.01%
167
2023
$15.2K ﹤0.01%
660
-38,598
2024
$15.2K ﹤0.01%
247
-25
2025
$15.1K ﹤0.01%
603
-9,603
79 80
81
82 83