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
876
$279K 0.01%
3,117
+172
877
$279K 0.01%
648
+34
878
$278K 0.01%
3,101
-18
879
$278K 0.01%
2,601
+306
880
$277K 0.01%
6,419
-411
881
$276K 0.01%
4,841
+4,740
882
$275K 0.01%
1,100
-3,654
883
$273K 0.01%
589
-173
884
$272K 0.01%
12,297
-94
885
$271K 0.01%
664
-18
886
$271K 0.01%
8,624
+1,152
887
$270K 0.01%
3,523
-129
888
$269K 0.01%
21,961
-3,224
889
$269K 0.01%
808
+103
890
$267K 0.01%
1,766
+972
891
$267K 0.01%
14,190
-324
892
$267K 0.01%
+5,040
893
$266K 0.01%
5,306
-106
894
$265K 0.01%
5,418
-1,181
895
$265K 0.01%
7,357
-1,580
896
$265K 0.01%
4,815
+380
897
$264K 0.01%
1,769
+167
898
$263K 0.01%
7,868
899
$263K 0.01%
11,303
-1,567
900
$262K 0.01%
5,198
-930
34 35
36
37 38