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
1476
$77.2K ﹤0.01%
4,690
-227
1477
$77K ﹤0.01%
13,517
1478
$76.5K ﹤0.01%
1,684
-1,504
1479
$76.4K ﹤0.01%
406
+194
1480
$76.1K ﹤0.01%
1,055
-21
1481
$75.7K ﹤0.01%
100
-82
1482
$75.5K ﹤0.01%
1,646
-1,720
1483
$75.4K ﹤0.01%
3,582
+1,561
1484
$75.2K ﹤0.01%
1,937
-504
1485
$75K ﹤0.01%
+6,500
1486
$74.9K ﹤0.01%
2,547
+47
1487
$74.8K ﹤0.01%
1,135
+294
1488
$74.8K ﹤0.01%
472
+54
1489
$74.5K ﹤0.01%
1,301
1490
$74.4K ﹤0.01%
36,301
+4,253
1491
$74.4K ﹤0.01%
2,819
+11
1492
$74.3K ﹤0.01%
3,370
+3,018
1493
$74.3K ﹤0.01%
1,503
+500
1494
$73.8K ﹤0.01%
3,075
1495
$73.8K ﹤0.01%
2,420
-395
1496
$73.3K ﹤0.01%
2,250
1497
$73.2K ﹤0.01%
+1,295
1498
$72.9K ﹤0.01%
1,002
1499
$72.8K ﹤0.01%
528
+523
1500
$72.2K ﹤0.01%
2,143
-1
58 59
60
61 62