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
1351
$104K ﹤0.01%
1,050
1352
$104K ﹤0.01%
3,412
+2,730
1353
$104K ﹤0.01%
9,000
-20
1354
$104K ﹤0.01%
3,839
+2,500
1355
$104K ﹤0.01%
350
-537
1356
$103K ﹤0.01%
613
-33
1357
$103K ﹤0.01%
3,035
-27
1358
$103K ﹤0.01%
598
+461
1359
$102K ﹤0.01%
499
+48
1360
$102K ﹤0.01%
3,473
+2,110
1361
$102K ﹤0.01%
4,644
1362
$102K ﹤0.01%
4,082
1363
$102K ﹤0.01%
3,775
+509
1364
$101K ﹤0.01%
2,733
1365
$101K ﹤0.01%
1,200
1366
$101K ﹤0.01%
668
+199
1367
$100K ﹤0.01%
1,291
+525
1368
$100K ﹤0.01%
1,193
+77
1369
$100K ﹤0.01%
1,152
-21
1370
$100K ﹤0.01%
2,691
+75
1371
$99.9K ﹤0.01%
864
-220
1372
$99.4K ﹤0.01%
9,355
+6,490
1373
$99.1K ﹤0.01%
962
+181
1374
$99.1K ﹤0.01%
3,714
-139
1375
$99.1K ﹤0.01%
7,516
-10,650
53 54
55
56 57