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
151
$3.5M 0.14%
20,266
+6,128
152
$3.49M 0.14%
80,223
+29,560
153
$3.43M 0.14%
65,395
-3,619
154
$3.41M 0.14%
6,170
-32
155
$3.4M 0.14%
29,848
-706
156
$3.32M 0.13%
15,439
+2,689
157
$3.31M 0.13%
118,452
+56,077
158
$3.31M 0.13%
111,459
+5,003
159
$3.27M 0.13%
10,791
-614
160
$3.24M 0.13%
29,334
+4,921
161
$3.23M 0.13%
143,116
+9,246
162
$3.2M 0.13%
42,234
+8,894
163
$3.12M 0.12%
5,405
-2,781
164
$3.1M 0.12%
74,144
+17,007
165
$3.09M 0.12%
40,109
-8,629
166
$3.09M 0.12%
65,014
+15,428
167
$3.05M 0.12%
34,465
+1,813
168
$3.04M 0.12%
16,668
-2,785
169
$3.04M 0.12%
44,549
+12,087
170
$3.03M 0.12%
44,960
+18,160
171
$3.03M 0.12%
21,990
+1,220
172
$3.01M 0.12%
160,475
-22,211
173
$3M 0.12%
5,400
-229
174
$3M 0.12%
74,835
+1,159
175
$2.99M 0.12%
79,296
+14,749
5 6
7
8 9