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
2476
$6.69K ﹤0.01%
283
2477
$6.69K ﹤0.01%
54
-37
2478
$6.66K ﹤0.01%
300
2479
$6.65K ﹤0.01%
214
2480
$6.6K ﹤0.01%
91
2481
$6.54K ﹤0.01%
375
-1,500
2482
$6.53K ﹤0.01%
216
-257
2483
$6.51K ﹤0.01%
203
2484
$6.49K ﹤0.01%
219
+168
2485
$6.49K ﹤0.01%
1,170
+120
2486
$6.49K ﹤0.01%
407
+41
2487
$6.48K ﹤0.01%
300
2488
$6.46K ﹤0.01%
245
+60
2489
$6.42K ﹤0.01%
179
2490
$6.36K ﹤0.01%
170
-315
2491
$6.36K ﹤0.01%
132
2492
$6.36K ﹤0.01%
+1,000
2493
$6.34K ﹤0.01%
190
2494
$6.33K ﹤0.01%
199
2495
$6.33K ﹤0.01%
82
2496
$6.29K ﹤0.01%
159
+93
2497
$6.29K ﹤0.01%
72
+19
2498
$6.26K ﹤0.01%
331
-15,044
2499
$6.25K ﹤0.01%
340
2500
$6.24K ﹤0.01%
350
98 99
100
101 102