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
2751
$2.76K ﹤0.01%
29
+22
2752
$2.68K ﹤0.01%
114
2753
$2.67K ﹤0.01%
41
+15
2754
$2.65K ﹤0.01%
+100
2755
$2.62K ﹤0.01%
142
2756
$2.6K ﹤0.01%
150
2757
$2.59K ﹤0.01%
101
-122
2758
$2.59K ﹤0.01%
58
+44
2759
$2.57K ﹤0.01%
400
2760
$2.56K ﹤0.01%
127
2761
$2.55K ﹤0.01%
147
2762
$2.53K ﹤0.01%
158
+58
2763
$2.5K ﹤0.01%
58
-193
2764
$2.48K ﹤0.01%
2,500
2765
$2.47K ﹤0.01%
45
2766
$2.47K ﹤0.01%
50
2767
$2.45K ﹤0.01%
188
2768
$2.45K ﹤0.01%
397
2769
$2.44K ﹤0.01%
300
+150
2770
$2.44K ﹤0.01%
60
2771
$2.43K ﹤0.01%
76
-1
2772
$2.41K ﹤0.01%
15
-87
2773
$2.4K ﹤0.01%
156
2774
$2.39K ﹤0.01%
120
+31
2775
$2.38K ﹤0.01%
43
109 110
111
112 113