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
976
$230K 0.01%
3,126
+8
977
$230K 0.01%
4,434
-32
978
$229K 0.01%
9,053
+43
979
$229K 0.01%
7,319
-531
980
$229K 0.01%
920
-141
981
$228K 0.01%
16,589
+2,318
982
$227K 0.01%
866
-109
983
$227K 0.01%
16,951
+2,040
984
$227K 0.01%
3,406
+395
985
$227K 0.01%
1,435
+100
986
$226K 0.01%
2,205
-319
987
$226K 0.01%
3,297
-201
988
$225K 0.01%
9,079
+3,106
989
$224K 0.01%
6,231
+341
990
$224K 0.01%
5,008
+523
991
$223K 0.01%
22,520
+208
992
$223K 0.01%
3,700
993
$223K 0.01%
7,525
+1,024
994
$222K 0.01%
2,154
+10
995
$222K 0.01%
29,878
-1,795
996
$222K 0.01%
3,112
+1,257
997
$222K 0.01%
1,626
+205
998
$222K 0.01%
4,703
+1,082
999
$222K 0.01%
956
-113
1000
$221K 0.01%
5,551
+1,854
38 39
40
41 42