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
2726
$3.01K ﹤0.01%
106
+5
2727
$3K ﹤0.01%
239
+61
2728
$3K ﹤0.01%
253
+75
2729
$2.99K ﹤0.01%
300
2730
$2.98K ﹤0.01%
+262
2731
$2.98K ﹤0.01%
49
2732
$2.95K ﹤0.01%
+3,023
2733
$2.94K ﹤0.01%
211
+180
2734
$2.93K ﹤0.01%
+273
2735
$2.92K ﹤0.01%
47
2736
$2.89K ﹤0.01%
81
+21
2737
$2.87K ﹤0.01%
1,426
2738
$2.87K ﹤0.01%
68
2739
$2.86K ﹤0.01%
+53
2740
$2.83K ﹤0.01%
36
-5
2741
$2.83K ﹤0.01%
2,192
2742
$2.83K ﹤0.01%
17
2743
$2.8K ﹤0.01%
296
2744
$2.8K ﹤0.01%
96
2745
$2.79K ﹤0.01%
1,000
2746
$2.79K ﹤0.01%
51
2747
$2.77K ﹤0.01%
200
2748
$2.77K ﹤0.01%
185
2749
$2.77K ﹤0.01%
+89
2750
$2.77K ﹤0.01%
38
+22
108 109
110
111 112