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
1376
$98.8K ﹤0.01%
948
-80
1377
$98.8K ﹤0.01%
2,855
+500
1378
$98.6K ﹤0.01%
353
+22
1379
$98.4K ﹤0.01%
36,057
+15,621
1380
$98.4K ﹤0.01%
3,820
+3,400
1381
$98.2K ﹤0.01%
893
+137
1382
$98.1K ﹤0.01%
904
-16
1383
$97.7K ﹤0.01%
894
-446
1384
$97.3K ﹤0.01%
586
-101
1385
$96.9K ﹤0.01%
784
-8
1386
$96.4K ﹤0.01%
3,460
-265
1387
$96.3K ﹤0.01%
3,577
-55
1388
$96.2K ﹤0.01%
438
-1
1389
$96.1K ﹤0.01%
3,434
+3,383
1390
$95.5K ﹤0.01%
+341
1391
$95.1K ﹤0.01%
5,179
1392
$95K ﹤0.01%
3,866
+18
1393
$94.1K ﹤0.01%
+1,780
1394
$93.9K ﹤0.01%
1,038
-21
1395
$93.8K ﹤0.01%
1,407
-219
1396
$93.7K ﹤0.01%
765
-646
1397
$93.6K ﹤0.01%
3,153
+10
1398
$93.4K ﹤0.01%
489
1399
$93.2K ﹤0.01%
1,046
+236
1400
$92.5K ﹤0.01%
+3,707
54 55
56
57 58