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
526
$737K 0.03%
+36,886
527
$736K 0.03%
2,237
+85
528
$735K 0.03%
21,207
+6,191
529
$733K 0.03%
6,800
+870
530
$733K 0.03%
1,254
+156
531
$731K 0.03%
2,377
+237
532
$727K 0.03%
19,386
+290
533
$726K 0.03%
6,587
-588
534
$722K 0.03%
10,043
535
$722K 0.03%
1,715
+32
536
$717K 0.03%
4,765
-185
537
$716K 0.03%
28,634
+204
538
$716K 0.03%
1,203
+440
539
$715K 0.03%
57,020
+5,551
540
$713K 0.03%
22,901
-2,379
541
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2,975
-46
542
$711K 0.03%
8,120
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543
$710K 0.03%
4,681
-615
544
$710K 0.03%
1,203
+174
545
$706K 0.03%
25,504
-199
546
$705K 0.03%
18,615
-178,934
547
$700K 0.03%
2,753
+5
548
$697K 0.03%
24,362
-715
549
$693K 0.03%
8,923
+5,806
550
$693K 0.03%
19,240
+912
20 21
22
23 24