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
251
$2.1M 0.08%
19,750
+440
252
$2.1M 0.08%
106,317
+3,615
253
$2.09M 0.08%
14,324
+3,995
254
$2.08M 0.08%
34,126
+4,107
255
$2.08M 0.08%
94,361
-1,717
256
$2.08M 0.08%
16,024
-225
257
$2.08M 0.08%
46,477
+2,167
258
$2.06M 0.08%
63,412
-1,444
259
$2.06M 0.08%
5,381
+551
260
$2.06M 0.08%
331,612
-129,967
261
$2.05M 0.08%
10,240
+3,521
262
$2.03M 0.08%
10,435
-482
263
$2.03M 0.08%
8,124
+1,167
264
$2.02M 0.08%
3,587
-1,824
265
$2.01M 0.08%
20,702
-15,050
266
$2.01M 0.08%
7,798
-258
267
$2.01M 0.08%
51,352
-413
268
$1.98M 0.08%
75,207
+11,017
269
$1.96M 0.08%
92,146
+20
270
$1.94M 0.08%
3,838
-99
271
$1.94M 0.08%
30,897
+22,797
272
$1.93M 0.08%
44,497
+1,140
273
$1.92M 0.08%
100,174
+16,756
274
$1.92M 0.08%
21,918
-869
275
$1.92M 0.08%
18,913
+197
9 10
11
12 13