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
476
$888K 0.04%
11,288
+959
477
$885K 0.04%
7,846
+4,045
478
$882K 0.04%
6,379
+248
479
$877K 0.03%
6,214
-542
480
$877K 0.03%
33,105
+146
481
$876K 0.03%
1,969
+307
482
$873K 0.03%
18,837
-3,462
483
$872K 0.03%
3,895
+41
484
$864K 0.03%
7,016
-144
485
$862K 0.03%
4,238
+3,208
486
$854K 0.03%
5,218
+4,065
487
$852K 0.03%
9,477
+264
488
$849K 0.03%
10,570
-1,588
489
$846K 0.03%
8,636
+7,650
490
$843K 0.03%
6,373
-63
491
$842K 0.03%
33,676
+169
492
$841K 0.03%
19,079
+18,144
493
$841K 0.03%
6,897
+1,571
494
$838K 0.03%
59,641
-2,195
495
$829K 0.03%
17,493
+289
496
$827K 0.03%
9,833
+47
497
$818K 0.03%
10,424
+3,176
498
$816K 0.03%
3,554
+63
499
$804K 0.03%
6,663
+684
500
$803K 0.03%
3,112
+89
18 19
20
21 22