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
126
$4.16M 0.17%
86,802
+63,711
127
$4.13M 0.16%
41,214
+2,821
128
$4.12M 0.16%
58,182
+3,607
129
$4.07M 0.16%
28,789
+8,100
130
$4.05M 0.16%
27,711
+708
131
$4.02M 0.16%
8,606
+3,418
132
$3.97M 0.16%
167,418
+1,792
133
$3.97M 0.16%
129,594
-818
134
$3.94M 0.16%
95,612
+4,030
135
$3.91M 0.16%
98,400
-1,221
136
$3.8M 0.15%
74,067
+3,311
137
$3.78M 0.15%
75,497
+3,944
138
$3.78M 0.15%
111,330
+84,992
139
$3.77M 0.15%
80,417
+38,279
140
$3.75M 0.15%
141,834
+2,562
141
$3.74M 0.15%
51,468
+16,061
142
$3.7M 0.15%
6,906
-197
143
$3.67M 0.15%
91,316
-26,790
144
$3.66M 0.15%
14,362
+1,577
145
$3.65M 0.14%
49,559
+7,007
146
$3.64M 0.14%
32,105
-21,578
147
$3.59M 0.14%
38,307
+5,483
148
$3.57M 0.14%
52,666
+10,006
149
$3.55M 0.14%
21,521
-1,602
150
$3.54M 0.14%
70,155
+6,520
4 5
6
7 8