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
1076
$188K 0.01%
5,074
+17
1077
$187K 0.01%
8,383
1078
$187K 0.01%
6,614
+3,809
1079
$187K 0.01%
8,582
-1,020
1080
$186K 0.01%
2,379
+2
1081
$186K 0.01%
17,804
-233
1082
$185K 0.01%
7,569
1083
$184K 0.01%
2,068
1084
$183K 0.01%
3,895
-1,300
1085
$183K 0.01%
1,285
+312
1086
$183K 0.01%
4,504
1087
$182K 0.01%
1,254
+50
1088
$182K 0.01%
+7,300
1089
$182K 0.01%
7,473
-960
1090
$181K 0.01%
2,446
+1,553
1091
$181K 0.01%
12,022
+61
1092
$180K 0.01%
894
+96
1093
$180K 0.01%
6,341
-56
1094
$180K 0.01%
1,329
+54
1095
$180K 0.01%
3,097
+7
1096
$178K 0.01%
1,400
-408
1097
$178K 0.01%
3,566
+2,139
1098
$178K 0.01%
4,992
-1,116
1099
$177K 0.01%
412
-8
1100
$176K 0.01%
7,484
-3,394
42 43
44
45 46