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
1676
$50.7K ﹤0.01%
686
+213
1677
$50.7K ﹤0.01%
285
+275
1678
$50.7K ﹤0.01%
2,100
1679
$50.5K ﹤0.01%
6,005
1680
$50.2K ﹤0.01%
1,003
1681
$50.1K ﹤0.01%
1,950
1682
$50K ﹤0.01%
1,021
1683
$50K ﹤0.01%
4,631
+4,038
1684
$49.6K ﹤0.01%
2,500
1685
$49.6K ﹤0.01%
970
+571
1686
$49.5K ﹤0.01%
1,234
+9
1687
$49.5K ﹤0.01%
782
-26,443
1688
$49.5K ﹤0.01%
500
1689
$49.5K ﹤0.01%
562
+7
1690
$49.4K ﹤0.01%
476
1691
$49.4K ﹤0.01%
100,000
1692
$49.4K ﹤0.01%
3,140
1693
$49.2K ﹤0.01%
92
+15
1694
$49.2K ﹤0.01%
1,052
-1,600
1695
$49.2K ﹤0.01%
+1,118
1696
$49.1K ﹤0.01%
2,000
+1,000
1697
$49.1K ﹤0.01%
1,184
1698
$49K ﹤0.01%
223
+32
1699
$48.8K ﹤0.01%
2,200
1700
$48.6K ﹤0.01%
3,532
+1,607
66 67
68
69 70