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
2951
$1.21K ﹤0.01%
+55
2952
$1.21K ﹤0.01%
200
2953
$1.21K ﹤0.01%
+10
2954
$1.2K ﹤0.01%
42
2955
$1.2K ﹤0.01%
50
2956
$1.19K ﹤0.01%
+36
2957
$1.19K ﹤0.01%
+6
2958
$1.19K ﹤0.01%
21
2959
$1.17K ﹤0.01%
+1,000
2960
$1.13K ﹤0.01%
6
2961
$1.13K ﹤0.01%
175
-23
2962
$1.13K ﹤0.01%
6
2963
$1.12K ﹤0.01%
168
2964
$1.11K ﹤0.01%
18
2965
$1.11K ﹤0.01%
45
-570
2966
$1.11K ﹤0.01%
30
2967
$1.11K ﹤0.01%
+27
2968
$1.09K ﹤0.01%
80
2969
$1.08K ﹤0.01%
+28
2970
$1.08K ﹤0.01%
11
2971
$1.08K ﹤0.01%
+98
2972
$1.07K ﹤0.01%
100
2973
$1.07K ﹤0.01%
10
2974
$1.07K ﹤0.01%
8
2975
$1.07K ﹤0.01%
45
117 118
119
120 121