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
1401
$92.2K ﹤0.01%
1,621
1402
$92.2K ﹤0.01%
1,438
-189
1403
$92.2K ﹤0.01%
3,550
1404
$92.1K ﹤0.01%
7,525
+150
1405
$92K ﹤0.01%
2,110
1406
$91.8K ﹤0.01%
898
+20
1407
$91.7K ﹤0.01%
2,400
+692
1408
$91.7K ﹤0.01%
2,668
+2,257
1409
$91.3K ﹤0.01%
1,861
+533
1410
$91.3K ﹤0.01%
4,064
+480
1411
$91.2K ﹤0.01%
1,594
-15
1412
$91.1K ﹤0.01%
1,892
-23
1413
$90.9K ﹤0.01%
11,009
+1,449
1414
$90.8K ﹤0.01%
5,262
1415
$90.6K ﹤0.01%
4,370
-137
1416
$90.2K ﹤0.01%
2,606
-806
1417
$89.9K ﹤0.01%
2,616
+116
1418
$89.4K ﹤0.01%
2,399
-1,134
1419
$88.2K ﹤0.01%
1,925
1420
$88.1K ﹤0.01%
4,326
-162
1421
$88K ﹤0.01%
1,980
-1,379
1422
$87.8K ﹤0.01%
1,150
-7
1423
$87.4K ﹤0.01%
593
+175
1424
$87.4K ﹤0.01%
3,500
+812
1425
$87.1K ﹤0.01%
765
+3
55 56
57
58 59