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
1426
$86.8K ﹤0.01%
828
-12
1427
$86.8K ﹤0.01%
+2,365
1428
$86.6K ﹤0.01%
2,323
+1,963
1429
$86.2K ﹤0.01%
751
+81
1430
$86K ﹤0.01%
641
-15
1431
$85.4K ﹤0.01%
8,045
+4,000
1432
$85.3K ﹤0.01%
1,008
1433
$84.9K ﹤0.01%
2,022
+1,238
1434
$84.7K ﹤0.01%
1,921
1435
$84.7K ﹤0.01%
851
-22,406
1436
$84.6K ﹤0.01%
21,421
+16,227
1437
$84.1K ﹤0.01%
1,480
+271
1438
$84K ﹤0.01%
790
+22
1439
$84K ﹤0.01%
752
1440
$83.3K ﹤0.01%
2,716
+2,380
1441
$82.9K ﹤0.01%
1,380
+22
1442
$82.9K ﹤0.01%
3,398
+3,232
1443
$82.8K ﹤0.01%
823
-674
1444
$82.1K ﹤0.01%
3,136
+513
1445
$82K ﹤0.01%
2,102
-19
1446
$81.4K ﹤0.01%
600
+200
1447
$80.9K ﹤0.01%
1,230
+408
1448
$80.7K ﹤0.01%
4,441
+1,228
1449
$80.6K ﹤0.01%
530
+18
1450
$80.5K ﹤0.01%
2,856
-350
56 57
58
59 60