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
3101
$438 ﹤0.01%
13
3102
$422 ﹤0.01%
40
-1,144
3103
$420 ﹤0.01%
40
-10
3104
$410 ﹤0.01%
+29
3105
$409 ﹤0.01%
+33
3106
$399 ﹤0.01%
259
3107
$389 ﹤0.01%
9
3108
$370 ﹤0.01%
455
+398
3109
$358 ﹤0.01%
344
3110
$357 ﹤0.01%
2
-189
3111
$351 ﹤0.01%
13
+5
3112
$348 ﹤0.01%
34
+33
3113
$340 ﹤0.01%
+19
3114
$332 ﹤0.01%
8
-9
3115
$331 ﹤0.01%
24
3116
$320 ﹤0.01%
7,900
3117
$314 ﹤0.01%
19
3118
$313 ﹤0.01%
206
3119
$313 ﹤0.01%
40
3120
$310 ﹤0.01%
+3
3121
$308 ﹤0.01%
+11
3122
$304 ﹤0.01%
2
-498
3123
$303 ﹤0.01%
68
3124
$298 ﹤0.01%
58
3125
$293 ﹤0.01%
+27
123 124
125
126 127