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
951
$241K 0.01%
4,733
+471
952
$240K 0.01%
1,997
953
$240K 0.01%
4,138
+3,500
954
$239K 0.01%
4,812
-64
955
$239K 0.01%
1,310
-96
956
$239K 0.01%
3,736
+138
957
$239K 0.01%
2,840
-33
958
$239K 0.01%
19,900
-2,457
959
$236K 0.01%
7,759
-1,276
960
$236K 0.01%
2,870
-212
961
$235K 0.01%
15,971
+14,355
962
$235K 0.01%
9,133
+178
963
$235K 0.01%
4,016
964
$234K 0.01%
1,040
+483
965
$234K 0.01%
5,473
+201
966
$234K 0.01%
2,258
+2,158
967
$234K 0.01%
4,057
-593
968
$234K 0.01%
1,788
-148
969
$233K 0.01%
16,317
-3,022
970
$233K 0.01%
3,591
-688
971
$233K 0.01%
10,418
+8,418
972
$233K 0.01%
13,344
973
$233K 0.01%
5,430
-652
974
$232K 0.01%
4,981
+862
975
$231K 0.01%
738
-11
37 38
39
40 41