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
1751
$42K ﹤0.01%
2,144
+1,512
1752
$41.9K ﹤0.01%
205
+87
1753
$41.8K ﹤0.01%
1,935
1754
$41.7K ﹤0.01%
353
+99
1755
$41.7K ﹤0.01%
1,097
1756
$41.6K ﹤0.01%
1,771
+11
1757
$41.6K ﹤0.01%
109
+81
1758
$41.5K ﹤0.01%
283
1759
$41.4K ﹤0.01%
1,575
1760
$41.2K ﹤0.01%
360
1761
$41.1K ﹤0.01%
996
+4
1762
$41K ﹤0.01%
504
+302
1763
$40.8K ﹤0.01%
2,837
+644
1764
$40.3K ﹤0.01%
1,835
-7,528
1765
$40.3K ﹤0.01%
827
+325
1766
$39.8K ﹤0.01%
4,350
-4,000
1767
$39.8K ﹤0.01%
1,106
-1,541
1768
$39.7K ﹤0.01%
507
-165
1769
$39.7K ﹤0.01%
1,727
1770
$39.6K ﹤0.01%
1,700
1771
$39.5K ﹤0.01%
307
+8
1772
$39.5K ﹤0.01%
441
+16
1773
$39.4K ﹤0.01%
3,299
+1,000
1774
$39.4K ﹤0.01%
699
-234
1775
$39.3K ﹤0.01%
798
+762
69 70
71
72 73