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
1701
$48.2K ﹤0.01%
+357
1702
$48.2K ﹤0.01%
4,691
-202
1703
$48.1K ﹤0.01%
1,395
1704
$48.1K ﹤0.01%
917
-630
1705
$48K ﹤0.01%
270
-46
1706
$47.8K ﹤0.01%
1,041
+217
1707
$47.7K ﹤0.01%
989
-465
1708
$47.3K ﹤0.01%
2,000
1709
$47.1K ﹤0.01%
3,690
-1,781
1710
$46.8K ﹤0.01%
946
1711
$46.4K ﹤0.01%
1,978
+1,278
1712
$46.4K ﹤0.01%
+800
1713
$46.4K ﹤0.01%
915
-15,972
1714
$46.3K ﹤0.01%
+1,149
1715
$46.3K ﹤0.01%
452
1716
$46.3K ﹤0.01%
1,848
+403
1717
$46.2K ﹤0.01%
1,250
-382
1718
$46.2K ﹤0.01%
356
-3
1719
$46.1K ﹤0.01%
2,053
+1,975
1720
$46K ﹤0.01%
425
+132
1721
$45.9K ﹤0.01%
2,170
+223
1722
$45.9K ﹤0.01%
3,400
+1,848
1723
$45.8K ﹤0.01%
6,238
+3,000
1724
$45.7K ﹤0.01%
112
+67
1725
$45.5K ﹤0.01%
+2,150
67 68
69
70 71