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
651
$505K 0.02%
24,226
-7,350
652
$505K 0.02%
4,306
+980
653
$503K 0.02%
11,668
+79
654
$502K 0.02%
22,336
+8,204
655
$501K 0.02%
14,091
+11,512
656
$501K 0.02%
12,620
-675
657
$501K 0.02%
+19,320
658
$500K 0.02%
24,992
+9,491
659
$497K 0.02%
10,951
-86
660
$495K 0.02%
6,434
+1,292
661
$495K 0.02%
4,553
+239
662
$493K 0.02%
7,183
-3,049
663
$493K 0.02%
10,782
+508
664
$492K 0.02%
1,896
-283
665
$488K 0.02%
5,969
+2,766
666
$486K 0.02%
4,999
+710
667
$485K 0.02%
12,486
+47
668
$484K 0.02%
7,065
+521
669
$483K 0.02%
1,795
+140
670
$482K 0.02%
4,972
+3,458
671
$480K 0.02%
12,516
672
$480K 0.02%
4,507
-243
673
$476K 0.02%
5,313
+3,842
674
$475K 0.02%
20,504
+10,032
675
$475K 0.02%
31,828
+19,078
25 26
27
28 29