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
1776
$39.1K ﹤0.01%
700
+500
1777
$38.9K ﹤0.01%
935
-50
1778
$38.8K ﹤0.01%
2,459
+59
1779
$38.7K ﹤0.01%
1,714
1780
$38.5K ﹤0.01%
+646
1781
$38.4K ﹤0.01%
758
-20
1782
$38.4K ﹤0.01%
246
+56
1783
$38.4K ﹤0.01%
821
-2,348
1784
$38.3K ﹤0.01%
924
+889
1785
$38.3K ﹤0.01%
+1,813
1786
$38.3K ﹤0.01%
1,400
-3,503
1787
$38.2K ﹤0.01%
273
1788
$38.1K ﹤0.01%
1,020
1789
$38.1K ﹤0.01%
712
+27
1790
$38.1K ﹤0.01%
+369
1791
$38K ﹤0.01%
957
+130
1792
$37.8K ﹤0.01%
1,668
1793
$37.7K ﹤0.01%
965
1794
$37.4K ﹤0.01%
3,103
-1,232
1795
$37.3K ﹤0.01%
575
+146
1796
$37.2K ﹤0.01%
2,118
+836
1797
$37.1K ﹤0.01%
1,133
+833
1798
$37K ﹤0.01%
1,246
1799
$36.9K ﹤0.01%
1,500
1800
$36.9K ﹤0.01%
741
70 71
72
73 74