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
$2.52B
AUM Growth
+$240M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,393
New
Increased
Reduced
Closed

Top Buys

1
+$20.6M
2
+$19.3M
3
+$14.6M
4
UCON icon
First Trust Smith Unconstrained Bond ETF
UCON
+$12.5M
5
IJT icon
iShares S&P Small-Cap 600 Growth ETF
IJT
+$9.47M

Top Sells

1
+$21.2M
2
+$13.1M
3
+$9.59M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$8.1M
5
LMBS icon
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
+$8.1M

Sector Composition

1 Technology 9.27%
2 Financials 4.41%
3 Consumer Discretionary 3.69%
4 Healthcare 2.99%
5 Industrials 2.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$2.39M 0.09%
3,639
+408
227
$2.39M 0.09%
68,432
-11,090
228
$2.38M 0.09%
98,698
+4,212
229
$2.36M 0.09%
37,394
-1,080
230
$2.34M 0.09%
30,217
-1,508
231
$2.34M 0.09%
12,010
+924
232
$2.32M 0.09%
7,777
-47
233
$2.3M 0.09%
54,268
+52,281
234
$2.3M 0.09%
31,369
+151
235
$2.3M 0.09%
45,244
+3,536
236
$2.29M 0.09%
41,608
+12,007
237
$2.27M 0.09%
19,632
-916
238
$2.27M 0.09%
22,844
-2,732
239
$2.24M 0.09%
23,335
-640
240
$2.23M 0.09%
98,430
+1,630
241
$2.2M 0.09%
47,775
-1,663
242
$2.2M 0.09%
36,971
-7,563
243
$2.19M 0.09%
96,336
+1,064
244
$2.19M 0.09%
39,384
-5,958
245
$2.18M 0.09%
189,146
+3,986
246
$2.17M 0.09%
7,310
+1,173
247
$2.15M 0.09%
4,825
-214
248
$2.12M 0.08%
25,870
+15,310
249
$2.11M 0.08%
107,472
+7,499
250
$2.1M 0.08%
8,185
+1,982
8 9
10
11 12