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
2701
$3.21K ﹤0.01%
40
2702
$3.21K ﹤0.01%
375
2703
$3.21K ﹤0.01%
100
2704
$3.2K ﹤0.01%
30
2705
$3.2K ﹤0.01%
1,000
2706
$3.19K ﹤0.01%
+9
2707
$3.18K ﹤0.01%
21
+5
2708
$3.18K ﹤0.01%
71
+34
2709
$3.16K ﹤0.01%
1,000
2710
$3.15K ﹤0.01%
+3,000
2711
$3.14K ﹤0.01%
17
+14
2712
$3.13K ﹤0.01%
1,000
-12,000
2713
$3.12K ﹤0.01%
29
-234
2714
$3.11K ﹤0.01%
1,000
2715
$3.1K ﹤0.01%
87
-35
2716
$3.1K ﹤0.01%
226
-4
2717
$3.09K ﹤0.01%
87
2718
$3.05K ﹤0.01%
28
-30
2719
$3.04K ﹤0.01%
+112
2720
$3.04K ﹤0.01%
+150
2721
$3.04K ﹤0.01%
123
+90
2722
$3.03K ﹤0.01%
337
2723
$3.02K ﹤0.01%
78
+48
2724
$3.02K ﹤0.01%
139
+10
2725
$3.02K ﹤0.01%
264
-1,965
107 108
109
110 111