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
701
$445K 0.02%
8,201
-1,155
702
$444K 0.02%
4,647
-694
703
$441K 0.02%
+14,472
704
$440K 0.02%
2,909
+303
705
$440K 0.02%
6,111
-98
706
$437K 0.02%
805
+416
707
$436K 0.02%
3,221
+9
708
$435K 0.02%
9,444
+1,248
709
$435K 0.02%
10,011
-694
710
$429K 0.02%
3,223
+339
711
$427K 0.02%
3,098
+1,364
712
$427K 0.02%
3,957
-125
713
$426K 0.02%
2,769
-5
714
$425K 0.02%
11,728
+103
715
$423K 0.02%
18,757
+5,917
716
$423K 0.02%
1,098
+40
717
$421K 0.02%
4,023
-394
718
$418K 0.02%
5,464
+2,141
719
$418K 0.02%
3,321
+342
720
$418K 0.02%
26,601
721
$416K 0.02%
3,814
+294
722
$413K 0.02%
10,643
-1,786
723
$412K 0.02%
16,928
-581
724
$411K 0.02%
2,886
+1,748
725
$411K 0.02%
8,104
-1,875
27 28
29
30 31