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
2776
$2.37K ﹤0.01%
500
2777
$2.36K ﹤0.01%
28
-468
2778
$2.32K ﹤0.01%
12
2779
$2.31K ﹤0.01%
72
+1
2780
$2.3K ﹤0.01%
128
+48
2781
$2.29K ﹤0.01%
101
+31
2782
$2.29K ﹤0.01%
26
+2
2783
$2.29K ﹤0.01%
141
2784
$2.27K ﹤0.01%
21
2785
$2.26K ﹤0.01%
600
2786
$2.25K ﹤0.01%
+68
2787
$2.25K ﹤0.01%
25
2788
$2.24K ﹤0.01%
119
2789
$2.24K ﹤0.01%
155
2790
$2.22K ﹤0.01%
2,500
+2,000
2791
$2.21K ﹤0.01%
42
+10
2792
$2.19K ﹤0.01%
313
2793
$2.17K ﹤0.01%
+130
2794
$2.16K ﹤0.01%
235
-6,904
2795
$2.14K ﹤0.01%
56
+31
2796
$2.13K ﹤0.01%
256
+20
2797
$2.13K ﹤0.01%
+66
2798
$2.11K ﹤0.01%
1,000
2799
$2.11K ﹤0.01%
16
+6
2800
$2.1K ﹤0.01%
+52
110 111
112
113 114