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
3176
$70 ﹤0.01%
12
3177
$68 ﹤0.01%
7
3178
$67 ﹤0.01%
134
3179
$60 ﹤0.01%
+2
3180
$58 ﹤0.01%
5
-12
3181
$51 ﹤0.01%
+5
3182
$51 ﹤0.01%
1
3183
$49 ﹤0.01%
+20
3184
$44 ﹤0.01%
24
3185
$39 ﹤0.01%
282
+279
3186
$38 ﹤0.01%
1
3187
$37 ﹤0.01%
2,200
+2,000
3188
$36 ﹤0.01%
5
-1
3189
– –
0
3190
$34 ﹤0.01%
2
3191
$34 ﹤0.01%
3
-1
3192
$33 ﹤0.01%
10
3193
$32 ﹤0.01%
7
-75
3194
$27 ﹤0.01%
+5
3195
$26 ﹤0.01%
2
-1,177
3196
$24 ﹤0.01%
+8
3197
$24 ﹤0.01%
1
-1,046
3198
– –
0
3199
$24 ﹤0.01%
+3
3200
$23 ﹤0.01%
9
-48
126 127
128
129 130