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
626
$547K 0.02%
11,952
-1,122
627
$544K 0.02%
30,805
-16,134
628
$538K 0.02%
3,861
+2,989
629
$538K 0.02%
8,058
+821
630
$537K 0.02%
21,906
+21,477
631
$535K 0.02%
16,074
+15,698
632
$535K 0.02%
9,028
+48
633
$533K 0.02%
29,539
634
$533K 0.02%
4,569
-1,112
635
$527K 0.02%
11,372
-1,052
636
$527K 0.02%
972
-398
637
$525K 0.02%
+19,009
638
$523K 0.02%
7,661
+3,716
639
$522K 0.02%
175
+29
640
$520K 0.02%
5,684
-177
641
$520K 0.02%
9,818
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642
$519K 0.02%
829
-129
643
$519K 0.02%
29,072
-214
644
$518K 0.02%
26,415
+7,605
645
$517K 0.02%
12,445
646
$515K 0.02%
17,792
+2,259
647
$512K 0.02%
8,665
+249
648
$512K 0.02%
+18,200
649
$511K 0.02%
39,673
+10,235
650
$508K 0.02%
3,639
+23
24 25
26
27 28