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
2551
$5.1K ﹤0.01%
204
+51
2552
$5.08K ﹤0.01%
469
2553
$5.05K ﹤0.01%
1,214
-4,585
2554
$5.05K ﹤0.01%
34
2555
$5.04K ﹤0.01%
19
2556
$5.02K ﹤0.01%
1,833
-4,110
2557
$5.02K ﹤0.01%
70
2558
$5.02K ﹤0.01%
40
+12
2559
$5.01K ﹤0.01%
52
2560
$4.99K ﹤0.01%
98
+63
2561
$4.97K ﹤0.01%
1,470
-267
2562
$4.95K ﹤0.01%
249
2563
$4.92K ﹤0.01%
+250
2564
$4.89K ﹤0.01%
115
2565
$4.87K ﹤0.01%
+151
2566
$4.84K ﹤0.01%
98
+83
2567
$4.84K ﹤0.01%
+184
2568
$4.84K ﹤0.01%
37
+33
2569
$4.82K ﹤0.01%
252
-3
2570
$4.8K ﹤0.01%
75
2571
$4.8K ﹤0.01%
119
2572
$4.8K ﹤0.01%
76
2573
$4.78K ﹤0.01%
204
2574
$4.76K ﹤0.01%
46
2575
$4.76K ﹤0.01%
94
+25
101 102
103
104 105