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
1451
$80.5K ﹤0.01%
6,302
+897
1452
$80.3K ﹤0.01%
3,000
1453
$80K ﹤0.01%
935
-31
1454
$80K ﹤0.01%
4,582
+1,051
1455
$80K ﹤0.01%
1,844
+179
1456
$79.9K ﹤0.01%
1,601
+460
1457
$79.8K ﹤0.01%
724
1458
$79.8K ﹤0.01%
2,160
1459
$79.8K ﹤0.01%
+7,610
1460
$79.6K ﹤0.01%
23,703
+2,099
1461
$79.4K ﹤0.01%
4,782
+747
1462
$79.1K ﹤0.01%
3,760
1463
$78.9K ﹤0.01%
1,865
1464
$78.9K ﹤0.01%
4,011
+340
1465
$78.6K ﹤0.01%
2,538
-1,689
1466
$78.5K ﹤0.01%
5,853
+256
1467
$78.5K ﹤0.01%
1,052
1468
$78.2K ﹤0.01%
5,830
+869
1469
$78.1K ﹤0.01%
3,083
+732
1470
$78.1K ﹤0.01%
2,421
+1,405
1471
$77.7K ﹤0.01%
1,411
+100
1472
$77.5K ﹤0.01%
7,203
+6,003
1473
$77.5K ﹤0.01%
340
+100
1474
$77.4K ﹤0.01%
1,556
1475
$77.3K ﹤0.01%
598
+283
57 58
59
60 61