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
2601
$4.49K ﹤0.01%
2,223
2602
$4.45K ﹤0.01%
136
2603
$4.44K ﹤0.01%
+50
2604
$4.43K ﹤0.01%
72
+17
2605
$4.43K ﹤0.01%
125
2606
$4.42K ﹤0.01%
80
2607
$4.42K ﹤0.01%
79
-54
2608
$4.41K ﹤0.01%
89
+30
2609
$4.41K ﹤0.01%
95
+47
2610
$4.39K ﹤0.01%
16
2611
$4.38K ﹤0.01%
+216
2612
$4.37K ﹤0.01%
200
2613
$4.3K ﹤0.01%
989
-3,739
2614
$4.3K ﹤0.01%
55
2615
$4.3K ﹤0.01%
300
2616
$4.3K ﹤0.01%
+70
2617
$4.29K ﹤0.01%
300
2618
$4.26K ﹤0.01%
+590
2619
$4.25K ﹤0.01%
500
2620
$4.23K ﹤0.01%
225
-1,000
2621
$4.21K ﹤0.01%
259
-4,886
2622
$4.2K ﹤0.01%
38
-8
2623
$4.17K ﹤0.01%
21
+13
2624
$4.15K ﹤0.01%
100
-378
2625
$4.15K ﹤0.01%
750
103 104
105
106 107