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
2651
$3.78K ﹤0.01%
503
2652
$3.78K ﹤0.01%
95
2653
$3.73K ﹤0.01%
+500
2654
$3.71K ﹤0.01%
159
+134
2655
$3.7K ﹤0.01%
112
2656
$3.69K ﹤0.01%
218
2657
$3.67K ﹤0.01%
+48
2658
$3.67K ﹤0.01%
500
2659
$3.66K ﹤0.01%
59
2660
$3.65K ﹤0.01%
110
2661
$3.64K ﹤0.01%
200
-200
2662
$3.63K ﹤0.01%
392
+164
2663
$3.61K ﹤0.01%
59
+25
2664
$3.59K ﹤0.01%
218
-182
2665
$3.59K ﹤0.01%
1,178
+246
2666
$3.58K ﹤0.01%
90
-1
2667
$3.58K ﹤0.01%
47
2668
$3.58K ﹤0.01%
19
+4
2669
$3.57K ﹤0.01%
63
-40
2670
$3.56K ﹤0.01%
25
-250
2671
$3.55K ﹤0.01%
314
2672
$3.55K ﹤0.01%
170
2673
$3.53K ﹤0.01%
819
-2,569
2674
$3.52K ﹤0.01%
+193
2675
$3.52K ﹤0.01%
153
+53
105 106
107
108 109