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
2526
$5.57K ﹤0.01%
+245
2527
$5.55K ﹤0.01%
170
2528
$5.55K ﹤0.01%
+1,000
2529
$5.54K ﹤0.01%
550
2530
$5.54K ﹤0.01%
135
-550
2531
$5.54K ﹤0.01%
36
2532
$5.53K ﹤0.01%
293
2533
$5.51K ﹤0.01%
+122
2534
$5.49K ﹤0.01%
96
2535
$5.42K ﹤0.01%
65
2536
$5.42K ﹤0.01%
59
2537
$5.31K ﹤0.01%
355
+45
2538
$5.31K ﹤0.01%
880
2539
$5.3K ﹤0.01%
152
2540
$5.27K ﹤0.01%
282
+66
2541
$5.27K ﹤0.01%
76
-7
2542
$5.27K ﹤0.01%
293
-235
2543
$5.24K ﹤0.01%
100
2544
$5.2K ﹤0.01%
207
+2
2545
$5.19K ﹤0.01%
92
+12
2546
$5.17K ﹤0.01%
465
-65
2547
$5.13K ﹤0.01%
47
2548
$5.12K ﹤0.01%
119
+65
2549
$5.12K ﹤0.01%
165
2550
$5.1K ﹤0.01%
123
100 101
102
103 104