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
1201
$144K 0.01%
3,338
1202
$144K 0.01%
3,744
+447
1203
$144K 0.01%
1,492
-45
1204
$143K 0.01%
+7,334
1205
$143K 0.01%
4,472
+1,709
1206
$143K 0.01%
7,120
-1,028
1207
$142K 0.01%
2,376
-779
1208
$142K 0.01%
453
+101
1209
$142K 0.01%
12,986
+4,000
1210
$141K 0.01%
6,366
-2,225
1211
$140K 0.01%
9,200
1212
$140K 0.01%
2,800
1213
$139K 0.01%
593
-253
1214
$139K 0.01%
3,932
-730
1215
$139K 0.01%
5,832
-3,790
1216
$139K 0.01%
437
+33
1217
$139K 0.01%
1,800
1218
$138K 0.01%
1,769
-178
1219
$137K 0.01%
6,202
-2,216
1220
$137K 0.01%
7,865
+57
1221
$137K 0.01%
1,000
-19
1222
$137K 0.01%
507
-550
1223
$137K 0.01%
7,660
+3,597
1224
$137K 0.01%
5,138
-1,450
1225
$136K 0.01%
465
-37
47 48
49
50 51