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
1826
$35K ﹤0.01%
1,416
+60
1827
$34.9K ﹤0.01%
90
+21
1828
$34.7K ﹤0.01%
488
+10
1829
$34.7K ﹤0.01%
1,402
+215
1830
$34.6K ﹤0.01%
1,129
1831
$34.5K ﹤0.01%
+1,380
1832
$34.1K ﹤0.01%
+892
1833
$34K ﹤0.01%
1,500
1834
$34K ﹤0.01%
163
+147
1835
$34K ﹤0.01%
4,133
+2,000
1836
$33.8K ﹤0.01%
1,330
-4,000
1837
$33.8K ﹤0.01%
713
-153
1838
$33.7K ﹤0.01%
+1,145
1839
$33.5K ﹤0.01%
879
1840
$33.4K ﹤0.01%
1,198
+2
1841
$33.3K ﹤0.01%
797
1842
$33.2K ﹤0.01%
825
-800
1843
$33.2K ﹤0.01%
191
-1,206
1844
$33.1K ﹤0.01%
1,125
-2,875
1845
$33K ﹤0.01%
690
+64
1846
$32.9K ﹤0.01%
444
+264
1847
$32.9K ﹤0.01%
2,660
-28,674
1848
$32.8K ﹤0.01%
14,084
-805
1849
$32.8K ﹤0.01%
1,750
1850
$32.7K ﹤0.01%
1,669
-250
72 73
74
75 76