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
76
$6.76M 0.27%
13,278
+454
77
$6.74M 0.27%
50,288
-641
78
$6.71M 0.27%
93,122
+7,140
79
$6.62M 0.26%
33,544
-697
80
$6.61M 0.26%
72,567
+6,780
81
$6.54M 0.26%
30,486
-18,209
82
$6.34M 0.25%
36,984
-4,804
83
$6.34M 0.25%
20,915
-11,498
84
$6.28M 0.25%
61,379
+11,934
85
$6.25M 0.25%
130,020
-168,480
86
$6.2M 0.25%
249,315
+15,570
87
$6.17M 0.24%
107,677
+5,615
88
$5.94M 0.24%
94,120
+18,240
89
$5.83M 0.23%
119,516
+107
90
$5.8M 0.23%
16,852
+1,485
91
$5.79M 0.23%
37,024
-283
92
$5.72M 0.23%
62,361
-18,765
93
$5.69M 0.23%
55,044
+496
94
$5.69M 0.23%
162,357
-138,106
95
$5.68M 0.23%
239,443
+17,251
96
$5.66M 0.22%
248,300
+43,060
97
$5.61M 0.22%
119,833
+45,719
98
$5.6M 0.22%
297,913
+53,144
99
$5.59M 0.22%
56,302
+4,676
100
$5.57M 0.22%
6,074
-10,461
2 3
4
5 6