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
2576
$4.74K ﹤0.01%
400
2577
$4.73K ﹤0.01%
888
+38
2578
$4.73K ﹤0.01%
23
+14
2579
$4.71K ﹤0.01%
85
2580
$4.69K ﹤0.01%
1,115
2581
$4.69K ﹤0.01%
194
+124
2582
$4.68K ﹤0.01%
342
2583
$4.68K ﹤0.01%
100
-100
2584
$4.67K ﹤0.01%
108
2585
$4.65K ﹤0.01%
+281
2586
$4.63K ﹤0.01%
+656
2587
$4.63K ﹤0.01%
138
+14
2588
$4.61K ﹤0.01%
62
+21
2589
$4.58K ﹤0.01%
32
-4
2590
$4.57K ﹤0.01%
48
+41
2591
$4.57K ﹤0.01%
+300
2592
$4.56K ﹤0.01%
100
2593
$4.56K ﹤0.01%
245
+51
2594
$4.55K ﹤0.01%
135
2595
$4.55K ﹤0.01%
145
2596
$4.54K ﹤0.01%
500
2597
$4.52K ﹤0.01%
+980
2598
$4.52K ﹤0.01%
46
-1,000
2599
$4.51K ﹤0.01%
31
2600
$4.49K ﹤0.01%
79
102 103
104
105 106