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
2976
$1.06K ﹤0.01%
+109
2977
$1.06K ﹤0.01%
18
-790
2978
$1.05K ﹤0.01%
+52
2979
$1.04K ﹤0.01%
+183
2980
$1.04K ﹤0.01%
46
2981
$1.03K ﹤0.01%
+34
2982
$1.02K ﹤0.01%
48
+20
2983
$1.02K ﹤0.01%
+21
2984
$1.01K ﹤0.01%
15
+8
2985
$1.01K ﹤0.01%
60
2986
$1K ﹤0.01%
500
2987
$1K ﹤0.01%
165
2988
$998 ﹤0.01%
264
-741
2989
$992 ﹤0.01%
557
2990
$992 ﹤0.01%
+26
2991
$991 ﹤0.01%
+94
2992
$988 ﹤0.01%
280
+62
2993
$984 ﹤0.01%
600
2994
$971 ﹤0.01%
8
-9
2995
$968 ﹤0.01%
405
2996
$960 ﹤0.01%
+200
2997
$948 ﹤0.01%
+57
2998
$944 ﹤0.01%
191
2999
$941 ﹤0.01%
420
-32
3000
$940 ﹤0.01%
39
118 119
120
121 122