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
2676
$3.52K ﹤0.01%
20
2677
$3.52K ﹤0.01%
+72
2678
$3.51K ﹤0.01%
192
2679
$3.51K ﹤0.01%
32
2680
$3.5K ﹤0.01%
5
+1
2681
$3.5K ﹤0.01%
17
2682
$3.49K ﹤0.01%
10,492
2683
$3.48K ﹤0.01%
300
2684
$3.46K ﹤0.01%
47
2685
$3.45K ﹤0.01%
62
2686
$3.43K ﹤0.01%
172
2687
$3.4K ﹤0.01%
135
2688
$3.39K ﹤0.01%
204
2689
$3.38K ﹤0.01%
50
2690
$3.38K ﹤0.01%
100
2691
$3.38K ﹤0.01%
750
2692
$3.35K ﹤0.01%
300
-945
2693
$3.3K ﹤0.01%
250
+178
2694
$3.29K ﹤0.01%
4,680
+4,500
2695
$3.28K ﹤0.01%
179
+70
2696
$3.28K ﹤0.01%
1,025
-4,000
2697
$3.27K ﹤0.01%
265
+1
2698
$3.27K ﹤0.01%
+187
2699
$3.23K ﹤0.01%
255
-4,962
2700
$3.23K ﹤0.01%
400
106 107
108
109 110