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
1051
$196K 0.01%
790
-105
1052
$195K 0.01%
6,980
-1,085
1053
$195K 0.01%
512
-24
1054
$195K 0.01%
7,330
+826
1055
$195K 0.01%
4,794
-722
1056
$195K 0.01%
6,588
+105
1057
$194K 0.01%
6,600
+2,898
1058
$194K 0.01%
4,750
+2,875
1059
$194K 0.01%
2,307
-48
1060
$193K 0.01%
1,006
-256
1061
$193K 0.01%
4,947
+608
1062
$193K 0.01%
12,752
+10,872
1063
$193K 0.01%
1,964
+1,548
1064
$192K 0.01%
4,588
1065
$192K 0.01%
2,279
-256
1066
$192K 0.01%
6,315
1067
$192K 0.01%
2,894
+2,544
1068
$192K 0.01%
3,584
+304
1069
$192K 0.01%
497
+444
1070
$190K 0.01%
395
+183
1071
$190K 0.01%
12,092
+11,005
1072
$189K 0.01%
9,232
+482
1073
$189K 0.01%
5,111
+1
1074
$188K 0.01%
2,137
-336
1075
$188K 0.01%
7,128
41 42
43
44 45