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
1651
$53K ﹤0.01%
2,704
+8
1652
$52.9K ﹤0.01%
2,412
+50
1653
$52.8K ﹤0.01%
1,235
-645
1654
$52.8K ﹤0.01%
5,835
+22
1655
$52.6K ﹤0.01%
2,269
1656
$52.6K ﹤0.01%
1,901
+24
1657
$52.5K ﹤0.01%
543
+1
1658
$52.4K ﹤0.01%
5,000
1659
$52.3K ﹤0.01%
609
-239
1660
$52K ﹤0.01%
2,215
-100
1661
$52K ﹤0.01%
2,604
+250
1662
$51.9K ﹤0.01%
7,637
-15,353
1663
$51.8K ﹤0.01%
3,500
1664
$51.7K ﹤0.01%
2,002
1665
$51.5K ﹤0.01%
550
+96
1666
$51.4K ﹤0.01%
399
+363
1667
$51.3K ﹤0.01%
793
-793
1668
$51.3K ﹤0.01%
+1,757
1669
$51.2K ﹤0.01%
878
-2
1670
$51.1K ﹤0.01%
1,191
-3
1671
$51K ﹤0.01%
1,070
1672
$51K ﹤0.01%
+2,384
1673
$50.9K ﹤0.01%
3,770
+157
1674
$50.9K ﹤0.01%
2,420
1675
$50.8K ﹤0.01%
3,390
65 66
67
68 69