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
726
$404K 0.02%
3,361
+122
727
$404K 0.02%
1,798
+218
728
$403K 0.02%
11,464
729
$403K 0.02%
1,203
-6
730
$401K 0.02%
9,603
+71
731
$401K 0.02%
1,096
-327
732
$400K 0.02%
10,263
+7,363
733
$399K 0.02%
4,023
-10
734
$399K 0.02%
3,549
-3,097
735
$398K 0.02%
8,511
-623
736
$397K 0.02%
3,445
-77
737
$396K 0.02%
8,619
-62
738
$393K 0.02%
2,589
-25
739
$393K 0.02%
781
-3
740
$392K 0.02%
+7,703
741
$391K 0.02%
1,761
-45
742
$391K 0.02%
5,182
+612
743
$387K 0.02%
2,213
-636
744
$387K 0.02%
7,485
-352
745
$386K 0.02%
11,329
+5,864
746
$383K 0.02%
7,605
+1,824
747
$382K 0.02%
18,118
+51
748
$380K 0.02%
5,732
-116
749
$379K 0.02%
29,193
-2,600
750
$376K 0.01%
18,403
-194
28 29
30
31 32