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
301
$1.71M 0.07%
26,318
-1,262
302
$1.71M 0.07%
11,966
+1,184
303
$1.69M 0.07%
76,763
+37,424
304
$1.69M 0.07%
14,302
+1,678
305
$1.69M 0.07%
21,812
+1,376
306
$1.68M 0.07%
36,735
-196
307
$1.67M 0.07%
8,604
+77
308
$1.67M 0.07%
33,364
+6,208
309
$1.66M 0.07%
33,254
+12,275
310
$1.65M 0.07%
72,040
+915
311
$1.65M 0.07%
70,850
+8,194
312
$1.65M 0.07%
9,718
-1,944
313
$1.62M 0.06%
45,787
-534
314
$1.62M 0.06%
70,499
+8,079
315
$1.61M 0.06%
73,787
+37,783
316
$1.61M 0.06%
27,048
-12,436
317
$1.59M 0.06%
76,911
+5,361
318
$1.59M 0.06%
68,417
+7,111
319
$1.58M 0.06%
9,124
+1,266
320
$1.58M 0.06%
55,005
-2,601
321
$1.56M 0.06%
40,222
+13,150
322
$1.56M 0.06%
21,190
-719
323
$1.56M 0.06%
23,707
+23,207
324
$1.55M 0.06%
11,803
+2,395
325
$1.55M 0.06%
14,099
+7,832
11 12
13
14 15