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
2801
$2.1K ﹤0.01%
720
2802
$2.1K ﹤0.01%
91
+72
2803
$2.1K ﹤0.01%
41
2804
$2.1K ﹤0.01%
166
+56
2805
$2.09K ﹤0.01%
10
-218
2806
$2.08K ﹤0.01%
143
2807
$2.07K ﹤0.01%
168
2808
$2.06K ﹤0.01%
50
2809
$2.04K ﹤0.01%
82
+33
2810
$2.04K ﹤0.01%
330
2811
$2.03K ﹤0.01%
+24
2812
$2.02K ﹤0.01%
+49
2813
$2.02K ﹤0.01%
12
+4
2814
$2.02K ﹤0.01%
+62
2815
$2.02K ﹤0.01%
91
2816
$2.01K ﹤0.01%
95
2817
$1.99K ﹤0.01%
300
2818
$1.98K ﹤0.01%
23
2819
$1.98K ﹤0.01%
625
+312
2820
$1.96K ﹤0.01%
+10,000
2821
$1.95K ﹤0.01%
69
2822
$1.94K ﹤0.01%
+23
2823
$1.94K ﹤0.01%
71
+3
2824
$1.93K ﹤0.01%
100
2825
$1.93K ﹤0.01%
31
+8
111 112
113
114 115