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
801
$327K 0.01%
8,953
-18,276
802
$326K 0.01%
26,980
+4,658
803
$325K 0.01%
8,958
804
$325K 0.01%
10,501
-657
805
$324K 0.01%
6,173
+1,462
806
$324K 0.01%
1,511
+10
807
$323K 0.01%
2,975
+211
808
$322K 0.01%
6,826
+461
809
$322K 0.01%
8,488
+230
810
$322K 0.01%
6,281
+958
811
$322K 0.01%
26,681
-523
812
$321K 0.01%
1,652
+243
813
$321K 0.01%
1,628
+1,097
814
$320K 0.01%
4,583
-12,504
815
$320K 0.01%
8,380
+123
816
$319K 0.01%
13,150
+1,457
817
$318K 0.01%
16,169
+2,630
818
$317K 0.01%
11,926
+1,764
819
$314K 0.01%
2,265
+234
820
$314K 0.01%
5,815
+126
821
$314K 0.01%
10,077
+9,944
822
$314K 0.01%
13,517
+12,607
823
$313K 0.01%
5,884
-288
824
$312K 0.01%
6,452
-740
825
$312K 0.01%
2,523
-310
31 32
33
34 35