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
51
$9.88M 0.39%
48,846
+12,441
52
$9.75M 0.39%
601,034
+81,864
53
$9.49M 0.38%
452,691
+24,828
54
$9.32M 0.37%
41,217
+26,728
55
$9.19M 0.36%
35,008
+5,787
56
$8.85M 0.35%
17,556
+4,621
57
$8.71M 0.35%
32,544
-153
58
$8.47M 0.34%
149,455
+6,235
59
$8.46M 0.34%
19,173
+313
60
$8.44M 0.34%
257,899
+49,847
61
$8.44M 0.33%
195,968
-41,669
62
$8.25M 0.33%
51,414
-81,559
63
$8.15M 0.32%
92,525
+86,644
64
$7.99M 0.32%
161,608
-7,149
65
$7.94M 0.31%
90,444
-23,171
66
$7.92M 0.31%
72,857
+24,642
67
$7.86M 0.31%
73,724
+14,693
68
$7.43M 0.29%
309,738
-53,943
69
$7.39M 0.29%
126,213
+18,782
70
$7.33M 0.29%
267,000
+37,126
71
$7.26M 0.29%
144,239
+35,110
72
$7.26M 0.29%
110,200
-4,832
73
$7.21M 0.29%
132,246
-11,993
74
$6.98M 0.28%
292,879
+19,733
75
$6.92M 0.27%
34,994
+20,124
1 2
3
4 5