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
3026
$799 ﹤0.01%
37
-220
3027
$767 ﹤0.01%
64
-31,659
3028
$766 ﹤0.01%
+30
3029
$762 ﹤0.01%
29
3030
$758 ﹤0.01%
30
+15
3031
$757 ﹤0.01%
11
3032
$752 ﹤0.01%
+9
3033
$752 ﹤0.01%
16
3034
$737 ﹤0.01%
36
3035
$737 ﹤0.01%
30
3036
$730 ﹤0.01%
31
3037
$726 ﹤0.01%
30
3038
$725 ﹤0.01%
1,250
3039
$724 ﹤0.01%
100
3040
$719 ﹤0.01%
10,000
3041
$716 ﹤0.01%
1,213
+1,155
3042
$711 ﹤0.01%
+20
3043
$709 ﹤0.01%
86
3044
$708 ﹤0.01%
+36
3045
$702 ﹤0.01%
100
3046
$700 ﹤0.01%
417
3047
$700 ﹤0.01%
+78
3048
$698 ﹤0.01%
100
3049
$691 ﹤0.01%
+97
3050
– –
0
120 121
122
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