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
1001
$220K 0.01%
3,392
-150
1002
$220K 0.01%
4,841
+1,488
1003
$219K 0.01%
11,425
+750
1004
$219K 0.01%
4,810
+1,649
1005
$217K 0.01%
4,434
1006
$217K 0.01%
3,796
+2,365
1007
$217K 0.01%
5,521
-107
1008
$217K 0.01%
5,238
+891
1009
$216K 0.01%
6,537
-393
1010
$216K 0.01%
15,208
-6,951
1011
$216K 0.01%
5,071
-242
1012
$215K 0.01%
5,806
-6,145
1013
$215K 0.01%
1,910
-1,177
1014
$214K 0.01%
5,018
-728
1015
$213K 0.01%
5,280
-7,363
1016
$213K 0.01%
1,512
+1,411
1017
$213K 0.01%
3,608
+225
1018
$210K 0.01%
5,602
-98
1019
$210K 0.01%
994
+544
1020
$210K 0.01%
1,974
+8
1021
$209K 0.01%
5,036
1022
$209K 0.01%
2,543
-27
1023
$209K 0.01%
7,322
+7,041
1024
$209K 0.01%
4,411
-76
1025
$209K 0.01%
7,171
+968
39 40
41
42 43