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
351
$1.41M 0.06%
27,042
+23,308
352
$1.41M 0.06%
63,927
+7,093
353
$1.41M 0.06%
7,960
+2,600
354
$1.4M 0.06%
24,091
+9,633
355
$1.39M 0.06%
15,563
+14,743
356
$1.39M 0.06%
60,081
+7,258
357
$1.39M 0.06%
22,573
-7,097
358
$1.39M 0.06%
50,911
+8,679
359
$1.38M 0.05%
29,133
-21,168
360
$1.38M 0.05%
19,076
+1,877
361
$1.38M 0.05%
9,835
+7
362
$1.37M 0.05%
18,301
+14,817
363
$1.37M 0.05%
14,113
-1,374
364
$1.37M 0.05%
23,015
+10,339
365
$1.36M 0.05%
35,486
366
$1.36M 0.05%
4,107
+311
367
$1.33M 0.05%
9,726
+2,585
368
$1.33M 0.05%
69,022
+37,821
369
$1.33M 0.05%
31,964
+3,546
370
$1.33M 0.05%
35,735
-358
371
$1.32M 0.05%
35,133
-1,635
372
$1.32M 0.05%
1,677
+551
373
$1.32M 0.05%
23,314
+586
374
$1.31M 0.05%
20,904
+14,968
375
$1.31M 0.05%
13,379
-296
13 14
15
16 17