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
926
$250K 0.01%
1,270
-302
927
$250K 0.01%
2,538
+105
928
$250K 0.01%
+7,316
929
$249K 0.01%
3,810
+299
930
$249K 0.01%
2,618
+1
931
$248K 0.01%
2,156
-320
932
$248K 0.01%
38,983
+23,127
933
$248K 0.01%
4,045
+70
934
$248K 0.01%
930
+595
935
$247K 0.01%
5,335
+55
936
$247K 0.01%
3,233
+629
937
$247K 0.01%
660
+5
938
$247K 0.01%
3,441
+71
939
$247K 0.01%
5,066
-12
940
$246K 0.01%
1,129
+5
941
$245K 0.01%
4,983
+1,324
942
$245K 0.01%
6,497
943
$245K 0.01%
3,489
-2,747
944
$244K 0.01%
1,847
+2
945
$243K 0.01%
3,718
+1,285
946
$243K 0.01%
5,545
+292
947
$243K 0.01%
3,190
-783
948
$242K 0.01%
6,290
-560
949
$241K 0.01%
4,638
-358
950
$241K 0.01%
8,609
+1,772
36 37
38
39 40