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
276
$1.9M 0.08%
75,573
-1,478
277
$1.89M 0.08%
81,524
+34,641
278
$1.88M 0.07%
25,849
+1,485
279
$1.87M 0.07%
37,099
+17,424
280
$1.87M 0.07%
9,499
+290
281
$1.87M 0.07%
20,342
-521
282
$1.86M 0.07%
61,794
-2,099
283
$1.85M 0.07%
4,961
+256
284
$1.85M 0.07%
33,705
+898
285
$1.85M 0.07%
87,967
+70,411
286
$1.85M 0.07%
47,121
-3,153
287
$1.83M 0.07%
47,193
+3,140
288
$1.82M 0.07%
38,636
+1,831
289
$1.81M 0.07%
7,827
+4,540
290
$1.81M 0.07%
7,646
+5,402
291
$1.8M 0.07%
3,484
+2,265
292
$1.79M 0.07%
71,479
+25,606
293
$1.79M 0.07%
47,241
-17,139
294
$1.77M 0.07%
61,047
+8,833
295
$1.74M 0.07%
52,048
-2,065
296
$1.74M 0.07%
17,700
+451
297
$1.73M 0.07%
12,292
-1,932
298
$1.73M 0.07%
14,306
+180
299
$1.73M 0.07%
35,488
+15,469
300
$1.72M 0.07%
75,795
+36,490
10 11
12
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