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
1601
$59K ﹤0.01%
1,254
+2
1602
$58.8K ﹤0.01%
1,453
+191
1603
$58.8K ﹤0.01%
592
+528
1604
$58.8K ﹤0.01%
3,311
1605
$58.6K ﹤0.01%
646
-67
1606
$58.6K ﹤0.01%
1,500
1607
$58.4K ﹤0.01%
1,704
-1,250
1608
$58.1K ﹤0.01%
897
+682
1609
$58.1K ﹤0.01%
1,313
+26
1610
$57.9K ﹤0.01%
2,297
1611
$57.8K ﹤0.01%
1,914
+439
1612
$57.6K ﹤0.01%
3,913
+61
1613
$57.3K ﹤0.01%
1,673
-100
1614
$57.3K ﹤0.01%
122
-14
1615
$57.2K ﹤0.01%
3,339
+290
1616
$57.1K ﹤0.01%
538
+220
1617
$57K ﹤0.01%
811
+425
1618
$56.7K ﹤0.01%
+2,105
1619
$56.6K ﹤0.01%
+2,821
1620
$56.5K ﹤0.01%
207
1621
$56.5K ﹤0.01%
532
-1,075
1622
$56.4K ﹤0.01%
1,312
+21
1623
$56.4K ﹤0.01%
474
+9
1624
$56.4K ﹤0.01%
467
+432
1625
$56.3K ﹤0.01%
1,382
-535
63 64
65
66 67