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
1576
$62K ﹤0.01%
6,188
+346
1577
$61.9K ﹤0.01%
4,157
-868
1578
$61.8K ﹤0.01%
3,494
+558
1579
$61.7K ﹤0.01%
3,039
+1,000
1580
$61.5K ﹤0.01%
2,253
+16
1581
$61.4K ﹤0.01%
722
+677
1582
$61.4K ﹤0.01%
+2,019
1583
$61.3K ﹤0.01%
3,544
+642
1584
$61.2K ﹤0.01%
13,227
+3,601
1585
$61.1K ﹤0.01%
730
+376
1586
$61K ﹤0.01%
2,744
-677
1587
$60.9K ﹤0.01%
765
+200
1588
$60.4K ﹤0.01%
379
+311
1589
$60.2K ﹤0.01%
+1,153
1590
$60.1K ﹤0.01%
+3,000
1591
$59.9K ﹤0.01%
8,900
+558
1592
$59.9K ﹤0.01%
633
+299
1593
$59.8K ﹤0.01%
1,537
+30
1594
$59.7K ﹤0.01%
+1,118
1595
$59.5K ﹤0.01%
2,827
+1,355
1596
$59.5K ﹤0.01%
+907
1597
$59.4K ﹤0.01%
27,012
-400
1598
$59.2K ﹤0.01%
570
+464
1599
$59.1K ﹤0.01%
6,191
+4,400
1600
$59K ﹤0.01%
5,230
+2,926
62 63
64
65 66