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
576
$645K 0.03%
5,405
-1,906
577
$643K 0.03%
15,228
+1,641
578
$642K 0.03%
17,578
579
$635K 0.03%
7,559
-83
580
$632K 0.03%
8,330
-250
581
$631K 0.03%
50,378
+7,485
582
$631K 0.03%
10,457
+1,623
583
$625K 0.02%
7,077
+588
584
$625K 0.02%
759
-1,207
585
$624K 0.02%
31,385
+1,222
586
$622K 0.02%
22,284
+272
587
$620K 0.02%
5,804
+232
588
$617K 0.02%
14,856
+2,372
589
$617K 0.02%
10,374
+8,847
590
$617K 0.02%
4,638
+600
591
$614K 0.02%
4,548
+210
592
$612K 0.02%
75,108
+15,986
593
$611K 0.02%
117,503
+19,609
594
$610K 0.02%
36,551
+29,492
595
$608K 0.02%
1,892
+62
596
$604K 0.02%
10,090
+8,010
597
$603K 0.02%
3,813
+720
598
$601K 0.02%
10,353
+2,553
599
$601K 0.02%
90,868
+898
600
$599K 0.02%
16,350
22 23
24
25 26