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
1501
$72.2K ﹤0.01%
738
+544
1502
$72.1K ﹤0.01%
1,328
+283
1503
$72K ﹤0.01%
4,247
-77
1504
$72K ﹤0.01%
3,800
+29
1505
$71.9K ﹤0.01%
1,220
1506
$71.7K ﹤0.01%
6,326
+1,055
1507
$71.6K ﹤0.01%
5,321
-2,000
1508
$71.6K ﹤0.01%
2,471
+10
1509
$71.6K ﹤0.01%
7,134
+1,040
1510
$71.4K ﹤0.01%
1,970
1511
$71.3K ﹤0.01%
1,478
+7
1512
$71.3K ﹤0.01%
800
1513
$71.3K ﹤0.01%
1,110
+1,021
1514
$71.1K ﹤0.01%
1,300
1515
$71.1K ﹤0.01%
2,249
1516
$71.1K ﹤0.01%
520
+36
1517
$70.9K ﹤0.01%
1,289
-138
1518
$70.9K ﹤0.01%
1,414
+1,119
1519
$70.8K ﹤0.01%
996
-1,186
1520
$70.5K ﹤0.01%
3,553
+17
1521
$70.3K ﹤0.01%
672
-545
1522
$70.2K ﹤0.01%
2,276
+11
1523
$70.2K ﹤0.01%
5,000
1524
$70.1K ﹤0.01%
1,659
-53
1525
$70K ﹤0.01%
2,245
+135
59 60
61
62 63