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
401
$1.16M 0.05%
32,637
+18,799
402
$1.16M 0.05%
10,140
+418
403
$1.16M 0.05%
7,778
+301
404
$1.15M 0.05%
44,320
+138
405
$1.15M 0.05%
2,978
+2,331
406
$1.14M 0.05%
4,571
-4
407
$1.14M 0.05%
4,887
-48
408
$1.14M 0.05%
27,004
-318
409
$1.14M 0.05%
2,510
+1,819
410
$1.13M 0.05%
86,437
+74,801
411
$1.13M 0.05%
1,109
-166
412
$1.13M 0.04%
36,480
+5,419
413
$1.13M 0.04%
9,537
-32
414
$1.13M 0.04%
11,213
-16,544
415
$1.12M 0.04%
1,427
+150
416
$1.11M 0.04%
20,732
-13,114
417
$1.11M 0.04%
21,578
+10,569
418
$1.1M 0.04%
13,942
-8,457
419
$1.1M 0.04%
54,965
-124
420
$1.09M 0.04%
32,447
-7,318
421
$1.09M 0.04%
32,679
+15,612
422
$1.08M 0.04%
2,304
+328
423
$1.08M 0.04%
29,101
+845
424
$1.07M 0.04%
5,081
-2,050
425
$1.07M 0.04%
5,860
+766
15 16
17
18 19