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
1151
$158K 0.01%
1,990
+161
1152
$158K 0.01%
5,250
-500
1153
$157K 0.01%
1,984
+2
1154
$157K 0.01%
745
-469
1155
$156K 0.01%
5,478
-272
1156
$156K 0.01%
2,421
1157
$155K 0.01%
1,591
-361
1158
$155K 0.01%
2,092
+392
1159
$155K 0.01%
7,638
+2,004
1160
$155K 0.01%
4,403
+671
1161
$154K 0.01%
2,150
-1,196
1162
$154K 0.01%
1,530
-1,555
1163
$154K 0.01%
3,774
-2,519
1164
$154K 0.01%
1,857
+855
1165
$154K 0.01%
3,703
+1
1166
$154K 0.01%
3,714
+291
1167
$154K 0.01%
3,912
-169
1168
$154K 0.01%
715
-323
1169
$154K 0.01%
3,820
-90
1170
$154K 0.01%
4,137
-8,649
1171
$153K 0.01%
4,066
+1,278
1172
$153K 0.01%
9,000
+4,000
1173
$153K 0.01%
5,599
+5,546
1174
$152K 0.01%
5,315
-680
1175
$151K 0.01%
616
45 46
47
48 49