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
3076
$562 ﹤0.01%
35
3077
$562 ﹤0.01%
39
+31
3078
$553 ﹤0.01%
5
3079
$550 ﹤0.01%
10
3080
$537 ﹤0.01%
80
-25
3081
$533 ﹤0.01%
70
3082
$528 ﹤0.01%
11
3083
$525 ﹤0.01%
150
3084
$522 ﹤0.01%
+4
3085
$519 ﹤0.01%
57
3086
$513 ﹤0.01%
16
3087
$498 ﹤0.01%
25
3088
$498 ﹤0.01%
15
-19
3089
$492 ﹤0.01%
21
3090
$487 ﹤0.01%
39
3091
$485 ﹤0.01%
+175
3092
$484 ﹤0.01%
+75
3093
$484 ﹤0.01%
56
3094
$477 ﹤0.01%
+23
3095
$476 ﹤0.01%
+45
3096
$471 ﹤0.01%
451
+429
3097
$467 ﹤0.01%
3
3098
$450 ﹤0.01%
200
3099
$449 ﹤0.01%
4
3100
$440 ﹤0.01%
+23
122 123
124
125 126