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
3151
$161 ﹤0.01%
+6
3152
$154 ﹤0.01%
11
3153
$154 ﹤0.01%
37
3154
$144 ﹤0.01%
40
-4
3155
$134 ﹤0.01%
5
3156
$132 ﹤0.01%
6
3157
$131 ﹤0.01%
2
-129
3158
$130 ﹤0.01%
40
3159
$129 ﹤0.01%
10
3160
$129 ﹤0.01%
80
+20
3161
$127 ﹤0.01%
50
3162
$124 ﹤0.01%
100
3163
$123 ﹤0.01%
100
3164
$113 ﹤0.01%
14
-175
3165
$113 ﹤0.01%
40
3166
$108 ﹤0.01%
36
-3,557
3167
$103 ﹤0.01%
43
-922
3168
$102 ﹤0.01%
13
3169
$100 ﹤0.01%
10
3170
$92 ﹤0.01%
2
3171
$89 ﹤0.01%
+18
3172
$88 ﹤0.01%
1
-6
3173
$86 ﹤0.01%
2,000
3174
$81 ﹤0.01%
50
3175
$74 ﹤0.01%
10
-4
125 126
127
128 129