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
2326
$6.63K ﹤0.01%
288
2327
$6.63K ﹤0.01%
293
+127
2328
$6.62K ﹤0.01%
+179
2329
$6.62K ﹤0.01%
83
+44
2330
$6.55K ﹤0.01%
+100
2331
$6.54K ﹤0.01%
44
+22
2332
$6.51K ﹤0.01%
30
-448
2333
$6.47K ﹤0.01%
144
-59
2334
$6.47K ﹤0.01%
201
-70
2335
$6.45K ﹤0.01%
227
-252
2336
$6.42K ﹤0.01%
33
+11
2337
$6.39K ﹤0.01%
130
2338
$6.35K ﹤0.01%
94
+47
2339
$6.33K ﹤0.01%
274
+3
2340
$6.32K ﹤0.01%
1,650
-150
2341
$6.3K ﹤0.01%
53
+14
2342
$6.3K ﹤0.01%
355
-255
2343
$6.26K ﹤0.01%
100
-217
2344
$6.24K ﹤0.01%
75
2345
$6.24K ﹤0.01%
102
-144
2346
$6.23K ﹤0.01%
110
-89
2347
$6.22K ﹤0.01%
300
2348
$6.2K ﹤0.01%
300
2349
$6.2K ﹤0.01%
123
2350
$6.16K ﹤0.01%
501
92 93
94
95 96