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
1526
$69.8K ﹤0.01%
1,413
1527
$69.8K ﹤0.01%
+2,808
1528
$69.5K ﹤0.01%
1,580
-804
1529
$69.2K ﹤0.01%
2,677
-1,480
1530
$69.1K ﹤0.01%
1,407
+121
1531
$69K ﹤0.01%
8,000
1532
$69K ﹤0.01%
410
+296
1533
$68.2K ﹤0.01%
4,417
1534
$67.9K ﹤0.01%
5,580
1535
$67.7K ﹤0.01%
1,958
-2,950
1536
$67.7K ﹤0.01%
827
+399
1537
$67.6K ﹤0.01%
905
1538
$67.6K ﹤0.01%
1,945
+68
1539
$67.5K ﹤0.01%
1,318
+1,003
1540
$67.3K ﹤0.01%
1,824
+34
1541
$67.3K ﹤0.01%
2,451
1542
$67.2K ﹤0.01%
2,368
+356
1543
$67.2K ﹤0.01%
2,426
-30
1544
$67.1K ﹤0.01%
4,354
+21
1545
$67K ﹤0.01%
1,665
+148
1546
$66.7K ﹤0.01%
920
-284
1547
$66.5K ﹤0.01%
1,673
-12
1548
$66.1K ﹤0.01%
1,475
-15
1549
$66K ﹤0.01%
454
-2,201
1550
$65.7K ﹤0.01%
+2,902
60 61
62
63 64