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
1251
$129K 0.01%
5,069
-3,753
1252
$129K 0.01%
40,870
1253
$128K 0.01%
3,164
+18
1254
$128K 0.01%
2,853
-31
1255
$128K 0.01%
2,643
+11
1256
$128K 0.01%
9,154
-2,592
1257
$127K 0.01%
2,243
+160
1258
$127K 0.01%
3,000
1259
$127K 0.01%
3,800
-2,019
1260
$126K 0.01%
469
+53
1261
$126K 0.01%
4,260
1262
$126K 0.01%
686
-484
1263
$126K 0.01%
4,724
+1,810
1264
$125K 0.01%
2,700
1265
$125K 0.01%
+3,486
1266
$125K 0.01%
2,147
-412
1267
$125K 0.01%
105
-10
1268
$125K 0.01%
900
+713
1269
$125K ﹤0.01%
527
-35
1270
$124K ﹤0.01%
+4,228
1271
$124K ﹤0.01%
1,053
+870
1272
$123K ﹤0.01%
1,520
+2
1273
$123K ﹤0.01%
1,667
+147
1274
$123K ﹤0.01%
+1,910
1275
$123K ﹤0.01%
3,595
+725
49 50
51
52 53