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
101
$5.5M 0.22%
32,057
+2,147
102
$5.46M 0.22%
71,213
+4,348
103
$5.44M 0.22%
64,744
+1,506
104
$5.32M 0.21%
117,884
+42,047
105
$5.3M 0.21%
32,680
+11,994
106
$5.19M 0.21%
28,498
+1,943
107
$5.19M 0.21%
125,189
108
$5.17M 0.21%
94,346
+6,717
109
$5.04M 0.2%
200,656
+9,739
110
$5.02M 0.2%
62,651
+223
111
$5M 0.2%
19,187
+1,317
112
$4.99M 0.2%
55,659
+3,834
113
$4.96M 0.2%
63,718
-148
114
$4.86M 0.19%
37,175
-4,243
115
$4.81M 0.19%
117,840
+7,402
116
$4.75M 0.19%
191,771
+17,150
117
$4.69M 0.19%
29,190
+1,810
118
$4.68M 0.19%
28,347
-6,287
119
$4.62M 0.18%
98,254
+10,172
120
$4.57M 0.18%
101,165
+5,792
121
$4.55M 0.18%
37,128
-606
122
$4.53M 0.18%
44,980
+10,912
123
$4.48M 0.18%
176,814
+13,836
124
$4.42M 0.18%
131,214
+5,163
125
$4.29M 0.17%
144,586
-27
3 4
5
6 7