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
1126
$167K 0.01%
10,450
+955
1127
$167K 0.01%
3,742
+18
1128
$167K 0.01%
635
-1,089
1129
$167K 0.01%
13,801
-764
1130
$166K 0.01%
5,814
1131
$165K 0.01%
2,106
-122
1132
$164K 0.01%
12,136
1133
$164K 0.01%
3,128
+56
1134
$164K 0.01%
6,879
-100
1135
$164K 0.01%
1,299
+11
1136
$163K 0.01%
9,000
1137
$163K 0.01%
1,262
-956
1138
$162K 0.01%
4,893
-381
1139
$162K 0.01%
3,413
1140
$161K 0.01%
3,500
-300
1141
$161K 0.01%
509
+500
1142
$160K 0.01%
537
+236
1143
$160K 0.01%
2,058
+162
1144
$160K 0.01%
+5,176
1145
$160K 0.01%
10,000
-1,000
1146
$159K 0.01%
2,290
+1,484
1147
$159K 0.01%
5,030
-4,474
1148
$159K 0.01%
1,498
+17
1149
$158K 0.01%
3,300
1150
$158K 0.01%
2,130
44 45
46
47 48