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
1226
$136K 0.01%
+3,109
1227
$136K 0.01%
848
+77
1228
$135K 0.01%
1,182
+923
1229
$134K 0.01%
3,392
+15
1230
$134K 0.01%
2,237
-190
1231
$134K 0.01%
5,699
+409
1232
$134K 0.01%
2,147
+80
1233
$134K 0.01%
598
-15
1234
$133K 0.01%
509
+444
1235
$133K 0.01%
1,958
+1,570
1236
$133K 0.01%
2,720
1237
$132K 0.01%
4,489
+176
1238
$132K 0.01%
2,690
+1,530
1239
$132K 0.01%
894
+453
1240
$132K 0.01%
1,305
-114
1241
$131K 0.01%
1,017
-271
1242
$131K 0.01%
437
-261
1243
$131K 0.01%
946
-855
1244
$131K 0.01%
3,167
-227
1245
$130K 0.01%
8,668
+486
1246
$130K 0.01%
1,460
-34
1247
$130K 0.01%
5,136
+1,001
1248
$130K 0.01%
581
+237
1249
$130K 0.01%
289
-2,136
1250
$129K 0.01%
7,107
-21,146
48 49
50
51 52