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
776
$350K 0.01%
5,796
+2,779
777
$350K 0.01%
8,827
+498
778
$350K 0.01%
4,071
+2,451
779
$350K 0.01%
5,166
780
$350K 0.01%
3,113
-248
781
$350K 0.01%
9,223
-3,826
782
$348K 0.01%
4,736
-500
783
$347K 0.01%
15,536
+1,913
784
$347K 0.01%
88
-50
785
$346K 0.01%
15,000
786
$346K 0.01%
2,926
+2,193
787
$343K 0.01%
2,268
+55
788
$342K 0.01%
1,401
-121
789
$340K 0.01%
8,495
-1,768
790
$340K 0.01%
414
+37
791
$340K 0.01%
284
+124
792
$338K 0.01%
4,155
-162
793
$338K 0.01%
32,513
+307
794
$336K 0.01%
10,243
+1,621
795
$336K 0.01%
6,015
+115
796
$335K 0.01%
3,526
-127
797
$334K 0.01%
27,544
+10,243
798
$333K 0.01%
4,660
-2,192
799
$332K 0.01%
6,815
+8
800
$331K 0.01%
7,777
30 31
32
33 34