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
2926
$1.29K ﹤0.01%
29
2927
$1.29K ﹤0.01%
21
2928
$1.29K ﹤0.01%
73
2929
$1.29K ﹤0.01%
+33
2930
$1.29K ﹤0.01%
33,118
-1,520
2931
$1.29K ﹤0.01%
+200
2932
$1.28K ﹤0.01%
500
2933
$1.28K ﹤0.01%
+5
2934
$1.27K ﹤0.01%
36
-23
2935
$1.27K ﹤0.01%
+13
2936
$1.27K ﹤0.01%
17
2937
$1.26K ﹤0.01%
+73
2938
$1.26K ﹤0.01%
7
-1
2939
$1.26K ﹤0.01%
21
+7
2940
$1.26K ﹤0.01%
13
2941
$1.26K ﹤0.01%
29
-28
2942
$1.24K ﹤0.01%
45
2943
$1.24K ﹤0.01%
68
2944
$1.24K ﹤0.01%
54
2945
$1.24K ﹤0.01%
+12
2946
$1.23K ﹤0.01%
+66
2947
$1.22K ﹤0.01%
17
+8
2948
$1.22K ﹤0.01%
55
2949
$1.21K ﹤0.01%
57
+31
2950
$1.21K ﹤0.01%
+11
116 117
118
119 120