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
851
$291K 0.01%
4,384
+102
852
$290K 0.01%
5,333
+36
853
$290K 0.01%
4,024
-785
854
$290K 0.01%
3,123
+2,208
855
$289K 0.01%
610
+533
856
$289K 0.01%
11,095
+43
857
$289K 0.01%
8,960
-510
858
$288K 0.01%
2,650
+170
859
$287K 0.01%
10,698
+2,831
860
$287K 0.01%
5,636
-1,074
861
$286K 0.01%
2,960
862
$285K 0.01%
2,067
-440
863
$284K 0.01%
5,637
-7,907
864
$284K 0.01%
12,209
+2,186
865
$283K 0.01%
2,840
+2,330
866
$283K 0.01%
11,122
+10,847
867
$283K 0.01%
13,839
+8,234
868
$282K 0.01%
4,497
+886
869
$281K 0.01%
27,388
+193
870
$281K 0.01%
1,722
-326
871
$280K 0.01%
2,274
-4,037
872
$280K 0.01%
8,647
+5,632
873
$280K 0.01%
12,031
874
$280K 0.01%
11,825
+2,300
875
$280K 0.01%
2,546
33 34
35
36 37