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
2826
$1.9K ﹤0.01%
17
-22
2827
$1.88K ﹤0.01%
634
+558
2828
$1.85K ﹤0.01%
37
2829
$1.85K ﹤0.01%
29
2830
$1.85K ﹤0.01%
115
2831
$1.82K ﹤0.01%
165
2832
$1.81K ﹤0.01%
64
-121
2833
$1.8K ﹤0.01%
31
+26
2834
$1.78K ﹤0.01%
200
2835
$1.78K ﹤0.01%
1,709
2836
$1.77K ﹤0.01%
78
-1,180
2837
$1.76K ﹤0.01%
125
2838
$1.76K ﹤0.01%
14
+4
2839
$1.76K ﹤0.01%
1,756
+1,453
2840
$1.75K ﹤0.01%
71
-21
2841
$1.74K ﹤0.01%
22
2842
$1.73K ﹤0.01%
+140
2843
$1.72K ﹤0.01%
1,000
2844
$1.72K ﹤0.01%
145
2845
$1.71K ﹤0.01%
7
+4
2846
$1.7K ﹤0.01%
63
2847
$1.7K ﹤0.01%
+10
2848
$1.7K ﹤0.01%
+50
2849
$1.69K ﹤0.01%
142
-1,105
2850
$1.68K ﹤0.01%
+31
112 113
114
115 116