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
1276
$123K ﹤0.01%
2,285
+1,227
1277
$123K ﹤0.01%
6,000
-750
1278
$123K ﹤0.01%
2,681
+284
1279
$122K ﹤0.01%
+1,821
1280
$121K ﹤0.01%
3,124
-43
1281
$121K ﹤0.01%
77
+2
1282
$121K ﹤0.01%
7,136
+71
1283
$121K ﹤0.01%
1,474
-485
1284
$121K ﹤0.01%
3,995
+55
1285
$120K ﹤0.01%
2,103
+1,096
1286
$120K ﹤0.01%
1,206
+186
1287
$119K ﹤0.01%
3,702
-1,229
1288
$119K ﹤0.01%
718
-331
1289
$119K ﹤0.01%
2,483
+1,398
1290
$119K ﹤0.01%
1,105
1291
$119K ﹤0.01%
1,623
+223
1292
$119K ﹤0.01%
3,359
-60
1293
$118K ﹤0.01%
433
-346
1294
$118K ﹤0.01%
1,380
+1,371
1295
$118K ﹤0.01%
378
-195
1296
$118K ﹤0.01%
1,611
+83
1297
$118K ﹤0.01%
489
-16
1298
$118K ﹤0.01%
3,228
-1,730
1299
$117K ﹤0.01%
5,661
+261
1300
$117K ﹤0.01%
4,057
+168
50 51
52
53 54