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
2501
$6.23K ﹤0.01%
350
2502
$6.19K ﹤0.01%
351
-40
2503
$6.18K ﹤0.01%
+500
2504
$6.15K ﹤0.01%
1,500
2505
$6.14K ﹤0.01%
105
+31
2506
$6.14K ﹤0.01%
200
2507
$6.1K ﹤0.01%
229
+129
2508
$6.09K ﹤0.01%
75
+65
2509
$6.08K ﹤0.01%
395
+306
2510
$6.05K ﹤0.01%
221
2511
$6.05K ﹤0.01%
100
2512
$5.95K ﹤0.01%
80
2513
$5.95K ﹤0.01%
34
+2
2514
$5.92K ﹤0.01%
+1,000
2515
$5.91K ﹤0.01%
88
2516
$5.9K ﹤0.01%
472
-109
2517
$5.83K ﹤0.01%
33
2518
$5.8K ﹤0.01%
122
2519
$5.7K ﹤0.01%
68
+4
2520
$5.67K ﹤0.01%
590
2521
$5.65K ﹤0.01%
125
+28
2522
$5.64K ﹤0.01%
146
+64
2523
$5.63K ﹤0.01%
1,144
2524
$5.58K ﹤0.01%
32
-200
2525
$5.58K ﹤0.01%
180
99 100
101
102 103