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
2876
$1.57K ﹤0.01%
+81
2877
$1.57K ﹤0.01%
127
2878
$1.56K ﹤0.01%
+48
2879
$1.54K ﹤0.01%
267
2880
$1.54K ﹤0.01%
+43
2881
$1.54K ﹤0.01%
+38
2882
$1.53K ﹤0.01%
59
2883
$1.53K ﹤0.01%
230
2884
$1.53K ﹤0.01%
100
2885
$1.53K ﹤0.01%
51
-149
2886
$1.52K ﹤0.01%
60
-1,540
2887
$1.51K ﹤0.01%
+57
2888
$1.5K ﹤0.01%
219
2889
$1.5K ﹤0.01%
241
-152
2890
$1.5K ﹤0.01%
48
-1
2891
$1.5K ﹤0.01%
17
+6
2892
$1.49K ﹤0.01%
429
2893
$1.48K ﹤0.01%
84
+34
2894
$1.47K ﹤0.01%
33
2895
$1.46K ﹤0.01%
+23
2896
$1.46K ﹤0.01%
+20
2897
$1.46K ﹤0.01%
+33
2898
$1.45K ﹤0.01%
75
2899
$1.44K ﹤0.01%
35
2900
$1.44K ﹤0.01%
214
114 115
116
117 118