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
551
$692K 0.03%
25,895
+583
552
$690K 0.03%
+13,285
553
$689K 0.03%
8,228
-692
554
$687K 0.03%
+27,333
555
$686K 0.03%
12,934
-443
556
$684K 0.03%
16,467
-1,020
557
$681K 0.03%
8,014
558
$677K 0.03%
9,646
+5,742
559
$676K 0.03%
30,300
+10,449
560
$676K 0.03%
20,297
+2,931
561
$670K 0.03%
2,773
-1,067
562
$667K 0.03%
23,150
+400
563
$666K 0.03%
27,305
-171
564
$665K 0.03%
4,845
-293
565
$664K 0.03%
14,422
-118
566
$662K 0.03%
4,345
-7
567
$658K 0.03%
2,375
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568
$654K 0.03%
11,452
+5,167
569
$653K 0.03%
3,100
+840
570
$652K 0.03%
2,636
-2,439
571
$650K 0.03%
10,766
+3,464
572
$650K 0.03%
25,013
573
$648K 0.03%
85,301
+13,753
574
$646K 0.03%
7,539
+1,888
575
$646K 0.03%
7,511
+6,436
21 22
23
24 25