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
1551
$65.7K ﹤0.01%
436
+294
1552
$65.2K ﹤0.01%
981
1553
$64.9K ﹤0.01%
6,535
+1,500
1554
$64.9K ﹤0.01%
1,560
+591
1555
$64.8K ﹤0.01%
1,596
+58
1556
$64.5K ﹤0.01%
461
+25
1557
$64.4K ﹤0.01%
843
+21
1558
$64.3K ﹤0.01%
2,542
1559
$64.1K ﹤0.01%
221
+2
1560
$64.1K ﹤0.01%
1,808
+187
1561
$63.8K ﹤0.01%
2,888
+40
1562
$63.6K ﹤0.01%
5,553
-6,504
1563
$63.1K ﹤0.01%
723
-2,031
1564
$62.9K ﹤0.01%
377
+19
1565
$62.8K ﹤0.01%
2,209
+879
1566
$62.8K ﹤0.01%
873
+3
1567
$62.7K ﹤0.01%
2,754
-31
1568
$62.6K ﹤0.01%
1,384
-2,618
1569
$62.5K ﹤0.01%
3,384
1570
$62.5K ﹤0.01%
25,000
1571
$62.3K ﹤0.01%
205
+173
1572
$62.3K ﹤0.01%
1,000
1573
$62.3K ﹤0.01%
1,844
-2,199
1574
$62.2K ﹤0.01%
1,370
+14
1575
$62.1K ﹤0.01%
+1,864
61 62
63
64 65