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
26
$17.4M 0.69%
105,644
-339
27
$17M 0.67%
183,638
+90,668
28
$16.9M 0.67%
450,588
+54,952
29
$16.7M 0.66%
151,252
+25,496
30
$16.2M 0.64%
271,719
-134,359
31
$15.5M 0.62%
134,810
+10,395
32
$15.4M 0.61%
287,994
+23,443
33
$14.6M 0.58%
563,880
+62,958
34
$13.8M 0.55%
159,354
+5,699
35
$13.3M 0.53%
15,516
-10
36
$13.2M 0.52%
355,537
-32
37
$12.1M 0.48%
263,620
-10,640
38
$12.1M 0.48%
346,999
-16,132
39
$11.6M 0.46%
539,472
+10,872
40
$11.3M 0.45%
384,650
-2,406
41
$11.1M 0.44%
156,396
+4,314
42
$11.1M 0.44%
60,785
-1,749
43
$10.9M 0.43%
267,164
-56,982
44
$10.9M 0.43%
212,291
+9,804
45
$10.4M 0.41%
56,893
+14,004
46
$10.3M 0.41%
11,323
+606
47
$10.2M 0.41%
86,287
+7,047
48
$10.1M 0.4%
159,829
+4,798
49
$10.1M 0.4%
78,592
+73,743
50
$10M 0.4%
106,797
+37,384
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