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
751
$376K 0.01%
3,715
+1,582
752
$376K 0.01%
3,729
+2,531
753
$375K 0.01%
+3,741
754
$374K 0.01%
+16,901
755
$373K 0.01%
7,599
+75
756
$372K 0.01%
2,128
-76
757
$371K 0.01%
5,760
-818
758
$370K 0.01%
16,173
+13,921
759
$370K 0.01%
1,343
+82
760
$370K 0.01%
2,898
-687
761
$368K 0.01%
13,007
+170
762
$367K 0.01%
7,175
+2,495
763
$366K 0.01%
7,168
-39,652
764
$365K 0.01%
6,907
-575
765
$364K 0.01%
18,202
+6,399
766
$362K 0.01%
17,394
+1,587
767
$361K 0.01%
1,970
+146
768
$360K 0.01%
4,579
-47
769
$360K 0.01%
10,272
+300
770
$359K 0.01%
+43,129
771
$358K 0.01%
7,352
-657
772
$357K 0.01%
10,016
+6,526
773
$353K 0.01%
2,075
+455
774
$353K 0.01%
2,502
+170
775
$351K 0.01%
8,802
+1,056
29 30
31
32 33