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
1801
$36.7K ﹤0.01%
4,000
-10,000
1802
$36.7K ﹤0.01%
1,310
1803
$36.6K ﹤0.01%
368
+279
1804
$36.4K ﹤0.01%
189
-46
1805
$36.4K ﹤0.01%
526
+513
1806
$36.3K ﹤0.01%
+2,233
1807
$36.3K ﹤0.01%
904
+9
1808
$36.2K ﹤0.01%
500
1809
$36.2K ﹤0.01%
1,419
1810
$36.1K ﹤0.01%
2,716
-269
1811
$36.1K ﹤0.01%
800
+200
1812
$35.9K ﹤0.01%
1,700
+1,400
1813
$35.9K ﹤0.01%
749
+104
1814
$35.8K ﹤0.01%
657
+4
1815
$35.8K ﹤0.01%
1,088
-670
1816
$35.8K ﹤0.01%
945
+501
1817
$35.7K ﹤0.01%
1,236
1818
$35.7K ﹤0.01%
678
+414
1819
$35.6K ﹤0.01%
986
-99
1820
$35.6K ﹤0.01%
269
+40
1821
$35.1K ﹤0.01%
421
-33
1822
$35.1K ﹤0.01%
1,169
+700
1823
$35.1K ﹤0.01%
7,120
+2,603
1824
$35.1K ﹤0.01%
693
+84
1825
$35K ﹤0.01%
1,135
+237
71 72
73
74 75