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
2626
$4.13K ﹤0.01%
+500
2627
$4.11K ﹤0.01%
270
+155
2628
$4.09K ﹤0.01%
19
2629
$4.08K ﹤0.01%
+100
2630
$4.06K ﹤0.01%
418
+118
2631
$4.05K ﹤0.01%
300
2632
$4.04K ﹤0.01%
278
2633
$4.02K ﹤0.01%
37
+5
2634
$4.01K ﹤0.01%
95
2635
$4K ﹤0.01%
1,500
-100
2636
$4K ﹤0.01%
+300
2637
$3.98K ﹤0.01%
850
2638
$3.93K ﹤0.01%
1,000
2639
$3.92K ﹤0.01%
87
-136
2640
$3.92K ﹤0.01%
85
+31
2641
$3.91K ﹤0.01%
95
+72
2642
$3.9K ﹤0.01%
400
2643
$3.89K ﹤0.01%
93
2644
$3.88K ﹤0.01%
100
2645
$3.87K ﹤0.01%
96
2646
$3.86K ﹤0.01%
508
+309
2647
$3.86K ﹤0.01%
100
+88
2648
$3.82K ﹤0.01%
155
+65
2649
$3.82K ﹤0.01%
1,425
-3,600
2650
$3.81K ﹤0.01%
140
104 105
106
107 108