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
3051
$687 ﹤0.01%
79
3052
$686 ﹤0.01%
+21
3053
$682 ﹤0.01%
93
-237
3054
$679 ﹤0.01%
15
3055
$675 ﹤0.01%
+25
3056
$672 ﹤0.01%
200
3057
$664 ﹤0.01%
32
-67
3058
$657 ﹤0.01%
29
3059
$653 ﹤0.01%
100
3060
$652 ﹤0.01%
4
3061
$647 ﹤0.01%
6
3062
$646 ﹤0.01%
53
3063
$645 ﹤0.01%
4
3064
$642 ﹤0.01%
33
+5
3065
$640 ﹤0.01%
23
3066
$627 ﹤0.01%
115
-1,150
3067
$613 ﹤0.01%
100
3068
$611 ﹤0.01%
5
3069
$609 ﹤0.01%
23
3070
$598 ﹤0.01%
75
3071
$595 ﹤0.01%
63
3072
$581 ﹤0.01%
+4
3073
$578 ﹤0.01%
50
3074
$574 ﹤0.01%
80
+55
3075
$562 ﹤0.01%
+100
121 122
123
124 125