IA

IFP Advisors Portfolio holdings

AUM $4.45B
1-Year Est. Return 19.36%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.36%
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
+$13.4M
2
+$10.7M
3
+$10.5M
4
UCON icon
First Trust Smith Unconstrained Bond ETF
UCON
+$8.78M
5
IYR icon
iShares US Real Estate ETF
IYR
+$8.68M

Top Sells

1
+$58.6M
2
+$24.2M
3
+$18.3M
4
UUP icon
Invesco DB US Dollar Index Bullish Fund
UUP
+$15.9M
5
TFLO icon
iShares Treasury Floating Rate Bond ETF
TFLO
+$15.2M

Sector Composition

1 Technology 8.52%
2 Financials 4.14%
3 Industrials 3.39%
4 Consumer Discretionary 3.34%
5 Healthcare 2.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2201
$9.61K ﹤0.01%
723
+359
2202
$9.55K ﹤0.01%
443
-460
2203
$9.52K ﹤0.01%
175
2204
$9.49K ﹤0.01%
385
+163
2205
$9.48K ﹤0.01%
225
-108
2206
$9.43K ﹤0.01%
362
2207
$9.38K ﹤0.01%
900
2208
$9.36K ﹤0.01%
46
+5
2209
$9.36K ﹤0.01%
483
-2,423
2210
$9.35K ﹤0.01%
281
-440
2211
$9.32K ﹤0.01%
+327
2212
$9.32K ﹤0.01%
188
-538
2213
$9.22K ﹤0.01%
300
2214
$9.18K ﹤0.01%
144
-354
2215
$9.16K ﹤0.01%
2,081
2216
$9.14K ﹤0.01%
154
+77
2217
$9.12K ﹤0.01%
68
+34
2218
$9.1K ﹤0.01%
+185
2219
$9.05K ﹤0.01%
184
-21,743
2220
$9.03K ﹤0.01%
563
2221
$9.02K ﹤0.01%
310
2222
$9.01K ﹤0.01%
130
2223
$9K ﹤0.01%
381
2224
$9K ﹤0.01%
399
2225
$8.99K ﹤0.01%
541
-494
87 88
89
90 91