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
426
$1.07M 0.04%
15,797
-1,100
427
$1.07M 0.04%
20,872
-150
428
$1.06M 0.04%
5,370
+641
429
$1.05M 0.04%
+21,052
430
$1.05M 0.04%
+21,939
431
$1.05M 0.04%
+20,990
432
$1.05M 0.04%
+21,222
433
$1.05M 0.04%
9,529
-3,430
434
$1.04M 0.04%
17,702
+584
435
$1.04M 0.04%
8,944
-6
436
$1.03M 0.04%
2,358
-232
437
$1.02M 0.04%
35,799
-38,359
438
$1.01M 0.04%
+48,286
439
$1.01M 0.04%
5,601
+5,544
440
$1M 0.04%
41,820
+3,039
441
$996K 0.04%
29,253
-6,353
442
$996K 0.04%
36,829
+747
443
$995K 0.04%
32,619
+32,516
444
$983K 0.04%
26,707
-51
445
$976K 0.04%
6,119
+1,201
446
$973K 0.04%
8,424
+899
447
$968K 0.04%
25,373
-7,103
448
$968K 0.04%
22,733
+7,784
449
$964K 0.04%
41,224
+5,066
450
$963K 0.04%
4,636
-298
16 17
18
19 20