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
601
$596K 0.02%
4,021
-70
602
$594K 0.02%
56,638
+876
603
$589K 0.02%
3,786
-477
604
$588K 0.02%
23,710
+2,918
605
$588K 0.02%
15,680
-270
606
$586K 0.02%
27,598
+1,319
607
$584K 0.02%
31,208
-30,883
608
$583K 0.02%
20,585
+1,456
609
$582K 0.02%
8,810
-8,372
610
$581K 0.02%
11,837
+2,030
611
$579K 0.02%
352
-36
612
$579K 0.02%
3,901
-191
613
$578K 0.02%
551
+46
614
$576K 0.02%
1,838
+293
615
$575K 0.02%
3,641
+3,329
616
$573K 0.02%
4,139
+1,940
617
$566K 0.02%
2,294
+840
618
$563K 0.02%
10,047
-178
619
$560K 0.02%
31,069
+8,979
620
$559K 0.02%
17,350
+1,071
621
$558K 0.02%
12,686
-1,958
622
$557K 0.02%
1,143
+638
623
$555K 0.02%
3,800
+1,690
624
$554K 0.02%
4,182
+570
625
$552K 0.02%
21,889
+19,777
23 24
25
26 27