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
376
$1.3M 0.05%
58,617
+44,749
377
$1.29M 0.05%
2,961
+65
378
$1.28M 0.05%
9,406
+72
379
$1.28M 0.05%
11,913
-3,928
380
$1.27M 0.05%
58,136
+3,387
381
$1.26M 0.05%
7,218
+2,395
382
$1.26M 0.05%
40,043
-66
383
$1.26M 0.05%
11,800
-857
384
$1.25M 0.05%
1,936
-2,726
385
$1.25M 0.05%
27,435
-42,481
386
$1.25M 0.05%
12,010
+1,649
387
$1.25M 0.05%
838
-284
388
$1.25M 0.05%
25,184
-7,838
389
$1.24M 0.05%
51,837
+34,459
390
$1.24M 0.05%
64,503
-1,995
391
$1.23M 0.05%
25,405
+9,531
392
$1.23M 0.05%
17,520
-8,400
393
$1.21M 0.05%
8,910
-313
394
$1.21M 0.05%
31,311
395
$1.19M 0.05%
5,586
+1,094
396
$1.19M 0.05%
20,850
-247
397
$1.18M 0.05%
22,331
-18,885
398
$1.18M 0.05%
1,311
+1,020
399
$1.18M 0.05%
59,349
+21,936
400
$1.17M 0.05%
20,246
-1,468
14 15
16
17 18