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
826
$311K 0.01%
1,303
-95
827
$307K 0.01%
9,656
+528
828
$306K 0.01%
2,298
-46
829
$304K 0.01%
11,584
+4,948
830
$303K 0.01%
1,255
+994
831
$303K 0.01%
4,702
+160
832
$303K 0.01%
10,695
-1,200
833
$302K 0.01%
1,487
-473
834
$301K 0.01%
4,416
-198
835
$301K 0.01%
9,286
-31
836
$301K 0.01%
4,386
+1,862
837
$301K 0.01%
1,501
-3,866
838
$300K 0.01%
7,831
+2,167
839
$300K 0.01%
1,739
+1,318
840
$299K 0.01%
10,120
+172
841
$299K 0.01%
14,739
+23
842
$298K 0.01%
5,574
+642
843
$298K 0.01%
7,657
-5,609
844
$297K 0.01%
6,594
-12,362
845
$296K 0.01%
4,804
+443
846
$295K 0.01%
4,659
+50
847
$294K 0.01%
7,642
+1,158
848
$293K 0.01%
4,804
-46
849
$292K 0.01%
946
-12
850
$292K 0.01%
3,311
+3,036
32 33
34
35 36