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
3201
$22 ﹤0.01%
+1
3202
$21 ﹤0.01%
18
3203
$20 ﹤0.01%
1
-79
3204
– –
-49
3205
$18 ﹤0.01%
2
3206
$18 ﹤0.01%
+6
3207
$17 ﹤0.01%
3
3208
$16 ﹤0.01%
1
3209
$16 ﹤0.01%
3
3210
$15 ﹤0.01%
1
3211
$12 ﹤0.01%
9
-9
3212
– –
-256
3213
$10 ﹤0.01%
1
3214
$10 ﹤0.01%
6
3215
$8 ﹤0.01%
70
3216
$6 ﹤0.01%
4
-385
3217
$6 ﹤0.01%
1,000
3218
$5 ﹤0.01%
1
3219
$5 ﹤0.01%
1
3220
$5 ﹤0.01%
1
3221
$5 ﹤0.01%
1,000
3222
– –
-132
3223
– –
0
3224
– –
0
3225
– –
0
127 128
129
130 131