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
201
$2.36M 0.11%
30,266
+1,577
202
$2.35M 0.11%
23,885
+22,817
203
$2.34M 0.11%
13,355
-295
204
$2.33M 0.11%
11,620
-23,471
205
$2.33M 0.11%
22,115
+5,787
206
$2.33M 0.11%
39,526
-12,196
207
$2.29M 0.11%
108,357
+1,966
208
$2.29M 0.11%
46,990
+24,310
209
$2.28M 0.11%
22,004
-258
210
$2.27M 0.11%
43,224
-11,229
211
$2.27M 0.11%
10,499
-675
212
$2.25M 0.11%
54,816
-10,263
213
$2.24M 0.11%
21,446
+765
214
$2.23M 0.11%
18,195
+629
215
$2.22M 0.1%
45,045
+5,117
216
$2.21M 0.1%
43,953
-3,118
217
$2.21M 0.1%
28,384
+20,152
218
$2.18M 0.1%
59,747
+402
219
$2.18M 0.1%
45,632
+20,025
220
$2.17M 0.1%
41,987
-67,922
221
$2.16M 0.1%
25,692
-4,069
222
$2.15M 0.1%
4,892
+416
223
$2.15M 0.1%
33,571
+9,318
224
$2.14M 0.1%
17,540
-146
225
$2.13M 0.1%
21,956
-22,113
7 8
9
10 11