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
451
$963K 0.04%
19,135
+423
452
$962K 0.04%
39,398
+34,323
453
$955K 0.04%
34,770
+7,992
454
$952K 0.04%
37,597
-927
455
$952K 0.04%
5,399
-906
456
$948K 0.04%
9,222
-1,362
457
$946K 0.04%
23,022
+5,673
458
$942K 0.04%
13,414
459
$938K 0.04%
21,565
+16,170
460
$920K 0.04%
46,616
+8,141
461
$918K 0.04%
7,742
+2,332
462
$915K 0.04%
28,387
-947
463
$915K 0.04%
6,307
+1,541
464
$912K 0.04%
3,755
465
$912K 0.04%
9,668
-5,288
466
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3,135
-1,238
467
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11,119
-563
468
$906K 0.04%
2,348
+322
469
$903K 0.04%
3,395
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470
$896K 0.04%
15,127
+9,807
471
$895K 0.04%
15,813
+67
472
$892K 0.04%
56,891
-7,160
473
$891K 0.04%
30,880
-5,427
474
$891K 0.04%
5,136
-900
475
$888K 0.04%
22,326
-1
17 18
19
20 21