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
1176
$151K 0.01%
1,334
-122
1177
$151K 0.01%
3,326
+1
1178
$151K 0.01%
2,783
+1,596
1179
$150K 0.01%
2,480
+32
1180
$150K 0.01%
1,382
+56
1181
$150K 0.01%
1,524
-34
1182
$150K 0.01%
6,022
-756
1183
$150K 0.01%
2,741
+2,244
1184
$150K 0.01%
618
+157
1185
$150K 0.01%
3,247
1186
$149K 0.01%
1,659
+1,653
1187
$149K 0.01%
33,102
1188
$149K 0.01%
4,182
+3,678
1189
$148K 0.01%
10,025
-1,000
1190
$148K 0.01%
11,103
+3,341
1191
$147K 0.01%
1,370
-14
1192
$147K 0.01%
778
+3
1193
$147K 0.01%
5,315
-10,890
1194
$146K 0.01%
1,435
+17
1195
$145K 0.01%
1,500
1196
$145K 0.01%
19,261
+16,989
1197
$145K 0.01%
1,677
+1,293
1198
$145K 0.01%
2,838
-51
1199
$145K 0.01%
1,809
-1,750
1200
$144K 0.01%
2,727
+347
46 47
48
49 50