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
901
$262K 0.01%
18,270
+18
902
$262K 0.01%
2,460
+976
903
$261K 0.01%
3,140
-684
904
$261K 0.01%
11,358
-1,592
905
$261K 0.01%
1,024
+266
906
$261K 0.01%
6,122
-1,064
907
$261K 0.01%
16,269
-12,906
908
$261K 0.01%
6,428
-900
909
$261K 0.01%
11,702
-2,798
910
$260K 0.01%
+4,150
911
$260K 0.01%
13,860
-1,663
912
$260K 0.01%
883
+116
913
$260K 0.01%
1,162
+14
914
$259K 0.01%
10,725
-24
915
$259K 0.01%
8,360
+4,136
916
$258K 0.01%
6,301
-2,251
917
$257K 0.01%
12,265
+11,853
918
$257K 0.01%
2,463
+15
919
$256K 0.01%
621
+456
920
$256K 0.01%
5,272
921
$256K 0.01%
5,753
+2,741
922
$254K 0.01%
1,541
+735
923
$254K 0.01%
2,652
-757
924
$254K 0.01%
3,213
+2,708
925
$250K 0.01%
196
-102
35 36
37
38 39