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
1101
$176K 0.01%
2,373
+1,944
1102
$176K 0.01%
7,597
-2,839
1103
$175K 0.01%
1,642
+1,207
1104
$175K 0.01%
4,564
-649
1105
$175K 0.01%
3,068
1106
$175K 0.01%
1,748
+134
1107
$175K 0.01%
2,591
-701
1108
$175K 0.01%
1,882
-928
1109
$174K 0.01%
3,609
+2,253
1110
$174K 0.01%
20,108
+193
1111
$173K 0.01%
8,648
+233
1112
$172K 0.01%
765
+174
1113
$172K 0.01%
930
+393
1114
$172K 0.01%
2,596
-22
1115
$172K 0.01%
1,017
+60
1116
$172K 0.01%
4,416
+3,277
1117
$171K 0.01%
1,298
-4
1118
$171K 0.01%
737
-80
1119
$170K 0.01%
4,941
1120
$170K 0.01%
542
+427
1121
$169K 0.01%
4,192
+48
1122
$168K 0.01%
1,205
+8
1123
$168K 0.01%
2,122
+2
1124
$168K 0.01%
4,369
+671
1125
$167K 0.01%
5,995
-2,041
43 44
45
46 47