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
501
$803K 0.03%
7,815
-6,348
502
$801K 0.03%
1,875
+112
503
$800K 0.03%
25,909
+11,269
504
$796K 0.03%
22,381
-2,224
505
$796K 0.03%
10,149
+1,967
506
$790K 0.03%
6,666
+2,407
507
$789K 0.03%
11,278
-1,588
508
$785K 0.03%
26,330
-68
509
$780K 0.03%
13,202
+1,388
510
$780K 0.03%
29,922
-618
511
$774K 0.03%
24,517
-383
512
$772K 0.03%
13,065
-232
513
$772K 0.03%
15,352
+15,223
514
$768K 0.03%
9,401
-26,887
515
$764K 0.03%
23,384
-1,660
516
$761K 0.03%
3,799
+1,078
517
$760K 0.03%
23,038
+2,871
518
$760K 0.03%
2,641
+285
519
$760K 0.03%
41,365
+454
520
$757K 0.03%
2,999
-8
521
$755K 0.03%
5,995
-117
522
$753K 0.03%
+4,388
523
$748K 0.03%
5,778
+145
524
$745K 0.03%
6,282
+647
525
$744K 0.03%
9,876
-6,892
19 20
21
22 23