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
326
$1.55M 0.06%
62,757
-1,653
327
$1.54M 0.06%
69,318
+9,086
328
$1.53M 0.06%
5,119
+3,407
329
$1.53M 0.06%
82,862
+5,186
330
$1.52M 0.06%
58,626
+596
331
$1.52M 0.06%
11,950
+487
332
$1.51M 0.06%
73,930
+73,546
333
$1.5M 0.06%
9,971
+1,980
334
$1.5M 0.06%
31,572
+13,196
335
$1.49M 0.06%
28,964
+3,852
336
$1.48M 0.06%
9,471
+989
337
$1.47M 0.06%
6,239
-203
338
$1.47M 0.06%
+49,471
339
$1.47M 0.06%
18,350
+1,081
340
$1.46M 0.06%
32,005
+2,962
341
$1.45M 0.06%
19,897
-209
342
$1.45M 0.06%
13,061
+2,654
343
$1.44M 0.06%
26,252
-456
344
$1.44M 0.06%
9,327
+4,186
345
$1.43M 0.06%
15,003
-730
346
$1.43M 0.06%
8,844
-144
347
$1.42M 0.06%
66,670
+34,528
348
$1.42M 0.06%
31,172
-1,500
349
$1.41M 0.06%
26,165
+21,425
350
$1.41M 0.06%
13,820
+4,708
12 13
14
15 16