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
1326
$110K ﹤0.01%
3,335
+1,181
1327
$109K ﹤0.01%
9,294
-39,795
1328
$109K ﹤0.01%
4,008
+3,217
1329
$109K ﹤0.01%
2,174
+147
1330
$108K ﹤0.01%
7,567
1331
$108K ﹤0.01%
617
+52
1332
$108K ﹤0.01%
910
+582
1333
$108K ﹤0.01%
2,584
1334
$108K ﹤0.01%
2,468
-37
1335
$107K ﹤0.01%
1,076
1336
$107K ﹤0.01%
19,577
+2,903
1337
$107K ﹤0.01%
725
-100
1338
$107K ﹤0.01%
1,511
1339
$107K ﹤0.01%
3,125
+225
1340
$106K ﹤0.01%
4,362
+2,362
1341
$106K ﹤0.01%
76
+66
1342
$106K ﹤0.01%
2,027
+2,000
1343
$106K ﹤0.01%
1,089
-3,374
1344
$106K ﹤0.01%
1,645
+600
1345
$105K ﹤0.01%
578
1346
$105K ﹤0.01%
1,292
-3
1347
$105K ﹤0.01%
2,292
+539
1348
$105K ﹤0.01%
3,916
+805
1349
$105K ﹤0.01%
3,395
+2,276
1350
$105K ﹤0.01%
838
52 53
54
55 56