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
2851
$1.68K ﹤0.01%
68
2852
$1.67K ﹤0.01%
48
+2
2853
$1.67K ﹤0.01%
27
+25
2854
$1.66K ﹤0.01%
69
2855
$1.66K ﹤0.01%
100
2856
$1.66K ﹤0.01%
212
2857
$1.65K ﹤0.01%
35
-445
2858
$1.65K ﹤0.01%
27
-910
2859
$1.65K ﹤0.01%
+36
2860
$1.64K ﹤0.01%
+89
2861
$1.64K ﹤0.01%
120
+16
2862
$1.63K ﹤0.01%
19
+11
2863
$1.63K ﹤0.01%
111
2864
$1.63K ﹤0.01%
+25
2865
$1.62K ﹤0.01%
184
2866
$1.6K ﹤0.01%
395
2867
$1.6K ﹤0.01%
+20
2868
$1.6K ﹤0.01%
43
+12
2869
$1.6K ﹤0.01%
49
+44
2870
$1.59K ﹤0.01%
500
2871
$1.59K ﹤0.01%
17
+8
2872
$1.59K ﹤0.01%
+12
2873
$1.58K ﹤0.01%
63
2874
$1.58K ﹤0.01%
7
2875
$1.58K ﹤0.01%
42
113 114
115
116 117