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
2901
$1.44K ﹤0.01%
28
+20
2902
$1.43K ﹤0.01%
104
2903
$1.41K ﹤0.01%
+105
2904
$1.41K ﹤0.01%
144
-148
2905
$1.4K ﹤0.01%
+31
2906
$1.39K ﹤0.01%
134
2907
$1.38K ﹤0.01%
44
2908
$1.38K ﹤0.01%
13
2909
$1.37K ﹤0.01%
250
2910
$1.37K ﹤0.01%
1,000
2911
$1.36K ﹤0.01%
+21
2912
$1.36K ﹤0.01%
+100
2913
$1.35K ﹤0.01%
+23
2914
$1.35K ﹤0.01%
18
2915
$1.34K ﹤0.01%
25
2916
$1.33K ﹤0.01%
+200
2917
$1.33K ﹤0.01%
53
2918
$1.32K ﹤0.01%
59
2919
$1.31K ﹤0.01%
20
+8
2920
$1.31K ﹤0.01%
+51
2921
$1.31K ﹤0.01%
95
2922
$1.3K ﹤0.01%
+22
2923
$1.3K ﹤0.01%
+7
2924
$1.3K ﹤0.01%
+27
2925
$1.3K ﹤0.01%
100
-484
115 116
117
118 119