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
1301
$117K ﹤0.01%
5,086
-776
1302
$117K ﹤0.01%
1,423
-30
1303
$116K ﹤0.01%
2,181
+14
1304
$116K ﹤0.01%
361
+29
1305
$116K ﹤0.01%
654
-4
1306
$116K ﹤0.01%
+3,922
1307
$115K ﹤0.01%
1,828
-36
1308
$115K ﹤0.01%
1,602
1309
$115K ﹤0.01%
592
+26
1310
$114K ﹤0.01%
3,400
1311
$113K ﹤0.01%
+5,000
1312
$113K ﹤0.01%
3,918
-2,472
1313
$113K ﹤0.01%
1,517
+442
1314
$113K ﹤0.01%
3,877
1315
$113K ﹤0.01%
2,319
+393
1316
$112K ﹤0.01%
1,501
+25
1317
$112K ﹤0.01%
2,101
-232
1318
$112K ﹤0.01%
5,842
+5,152
1319
$111K ﹤0.01%
2,365
+414
1320
$111K ﹤0.01%
1,041
+140
1321
$111K ﹤0.01%
1,199
1322
$111K ﹤0.01%
1,211
1323
$111K ﹤0.01%
5,809
+1,525
1324
$110K ﹤0.01%
653
+18
1325
$110K ﹤0.01%
1,700
-549
51 52
53
54 55