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
1726
$45.4K ﹤0.01%
2,093
-23
1727
$45.2K ﹤0.01%
3,991
-3,991
1728
$44.9K ﹤0.01%
+722
1729
$44.9K ﹤0.01%
3,575
+3,200
1730
$44.9K ﹤0.01%
784
1731
$44.7K ﹤0.01%
729
1732
$44.6K ﹤0.01%
667
1733
$44.6K ﹤0.01%
1,748
1734
$44.4K ﹤0.01%
+750
1735
$44.1K ﹤0.01%
+2,018
1736
$44.1K ﹤0.01%
645
+376
1737
$43.7K ﹤0.01%
8,010
1738
$43.6K ﹤0.01%
3,445
+400
1739
$43.6K ﹤0.01%
2,681
+1,231
1740
$43.4K ﹤0.01%
1,500
1741
$42.9K ﹤0.01%
1,246
+14
1742
$42.9K ﹤0.01%
551
+137
1743
$42.8K ﹤0.01%
583
+237
1744
$42.7K ﹤0.01%
815
1745
$42.6K ﹤0.01%
763
+17
1746
$42.5K ﹤0.01%
6,799
+4,927
1747
$42.4K ﹤0.01%
1,613
1748
$42.4K ﹤0.01%
516
-5
1749
$42.2K ﹤0.01%
3,450
1750
$42K ﹤0.01%
4,352
-1,295
68 69
70
71 72