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
676
$474K 0.02%
17,147
+15,260
677
$471K 0.02%
280
-19
678
$470K 0.02%
10,604
+10,419
679
$470K 0.02%
5,965
+701
680
$469K 0.02%
13,938
+1,553
681
$468K 0.02%
9,821
+766
682
$467K 0.02%
23,670
-14
683
$465K 0.02%
1,888
+30
684
$465K 0.02%
9,712
+3,444
685
$464K 0.02%
15,583
686
$463K 0.02%
854
+98
687
$460K 0.02%
7,239
+1,054
688
$459K 0.02%
2,011
+1,261
689
$458K 0.02%
3,704
+355
690
$458K 0.02%
1,859
+1,517
691
$453K 0.02%
4,633
692
$451K 0.02%
4,887
+919
693
$451K 0.02%
1,235
-845
694
$451K 0.02%
2,970
+270
695
$451K 0.02%
5,997
+131
696
$447K 0.02%
7,511
+1,504
697
$447K 0.02%
5,726
+1,066
698
$446K 0.02%
11,495
+809
699
$446K 0.02%
6,284
+188
700
$445K 0.02%
3,214
-40
26 27
28
29 30