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
3126
$293 ﹤0.01%
71
3127
$284 ﹤0.01%
10
3128
$278 ﹤0.01%
9
3129
$277 ﹤0.01%
50
3130
$275 ﹤0.01%
9
3131
$262 ﹤0.01%
10
-13
3132
$259 ﹤0.01%
10
3133
$258 ﹤0.01%
114
3134
$252 ﹤0.01%
30
3135
$249 ﹤0.01%
31
3136
$240 ﹤0.01%
212
+188
3137
$234 ﹤0.01%
10
3138
$228 ﹤0.01%
4
3139
$228 ﹤0.01%
+15
3140
$226 ﹤0.01%
17
-8
3141
$224 ﹤0.01%
50
3142
$224 ﹤0.01%
200
3143
$200 ﹤0.01%
4
3144
$196 ﹤0.01%
40
+20
3145
$189 ﹤0.01%
7
3146
$189 ﹤0.01%
8
-151
3147
$187 ﹤0.01%
8
-600
3148
$177 ﹤0.01%
4
+2
3149
$173 ﹤0.01%
100
3150
$172 ﹤0.01%
+6
124 125
126
127 128