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
3001
$939 ﹤0.01%
+144
3002
$936 ﹤0.01%
17
3003
$930 ﹤0.01%
500
3004
$919 ﹤0.01%
32
3005
$916 ﹤0.01%
32
3006
$913 ﹤0.01%
11
3007
$910 ﹤0.01%
120
3008
$900 ﹤0.01%
+65
3009
$899 ﹤0.01%
330
+312
3010
$891 ﹤0.01%
160
3011
$882 ﹤0.01%
7
3012
$879 ﹤0.01%
120
3013
$872 ﹤0.01%
+9
3014
$865 ﹤0.01%
40
3015
$860 ﹤0.01%
23
3016
$853 ﹤0.01%
140
3017
$852 ﹤0.01%
40
3018
$850 ﹤0.01%
500
-500
3019
$842 ﹤0.01%
3
3020
$835 ﹤0.01%
18
-41
3021
$827 ﹤0.01%
10
3022
$824 ﹤0.01%
20
3023
$807 ﹤0.01%
1,000
+900
3024
$800 ﹤0.01%
250
3025
$799 ﹤0.01%
187
-3,606
119 120
121
122 123