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
1626
$56.1K ﹤0.01%
1,646
1627
$56K ﹤0.01%
2,318
-56
1628
$55.9K ﹤0.01%
1,750
+50
1629
$55.5K ﹤0.01%
1,649
1630
$55.5K ﹤0.01%
1,206
+1,059
1631
$55.4K ﹤0.01%
1,825
+59
1632
$55.4K ﹤0.01%
1,669
-202
1633
$55.4K ﹤0.01%
4,158
-30
1634
$55.4K ﹤0.01%
1,005
-85
1635
$55.1K ﹤0.01%
9,100
+200
1636
$55.1K ﹤0.01%
735
+353
1637
$54.9K ﹤0.01%
697
1638
$54.8K ﹤0.01%
1,912
-1,205
1639
$54.7K ﹤0.01%
721
-1
1640
$54.7K ﹤0.01%
2,011
+20
1641
$54.6K ﹤0.01%
1,037
+78
1642
$54.5K ﹤0.01%
1,518
+1,493
1643
$54.3K ﹤0.01%
+1,200
1644
$54.2K ﹤0.01%
13,606
+12,909
1645
$54K ﹤0.01%
1,804
1646
$54K ﹤0.01%
+1,520
1647
$53.9K ﹤0.01%
2,061
+2,028
1648
$53.9K ﹤0.01%
615
+245
1649
$53.7K ﹤0.01%
3,813
+1,239
1650
$53.4K ﹤0.01%
1,570
+1,500
64 65
66
67 68