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
1026
$209K 0.01%
6,235
-2,644
1027
$208K 0.01%
40,000
1028
$208K 0.01%
7,180
+607
1029
$207K 0.01%
7,126
-5
1030
$206K 0.01%
5,536
1031
$206K 0.01%
721
+2
1032
$205K 0.01%
4,406
+919
1033
$204K 0.01%
3,179
1034
$203K 0.01%
7,351
-2,231
1035
$202K 0.01%
17,308
+1,800
1036
$201K 0.01%
2,083
+230
1037
$201K 0.01%
3,705
+2,641
1038
$200K 0.01%
+10,779
1039
$200K 0.01%
+9,852
1040
$200K 0.01%
5,417
-55
1041
$200K 0.01%
16,355
+4,500
1042
$200K 0.01%
8,013
-21,776
1043
$198K 0.01%
6,004
1044
$198K 0.01%
2,412
-1,060
1045
$196K 0.01%
5,559
-3,726
1046
$196K 0.01%
5,510
+1,375
1047
$196K 0.01%
1,358
1048
$196K 0.01%
659
1049
$196K 0.01%
5,372
-3,005
1050
$196K 0.01%
722
-2
40 41
42
43 44