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
1851
$32.6K ﹤0.01%
242
+12
1852
$32.6K ﹤0.01%
1,659
-691
1853
$32.6K ﹤0.01%
90
+82
1854
$32.6K ﹤0.01%
866
+16
1855
$32.5K ﹤0.01%
352
-331
1856
$32.5K ﹤0.01%
+1,093
1857
$32.5K ﹤0.01%
751
+660
1858
$32.3K ﹤0.01%
223
+202
1859
$32.3K ﹤0.01%
1,681
+18
1860
$32.3K ﹤0.01%
325
1861
$32.2K ﹤0.01%
537
+476
1862
$32.2K ﹤0.01%
967
1863
$32.2K ﹤0.01%
544
+84
1864
$32.2K ﹤0.01%
3,275
-261
1865
$32.1K ﹤0.01%
2,000
1866
$32K ﹤0.01%
163
-277
1867
$31.9K ﹤0.01%
3,000
+2,000
1868
$31.7K ﹤0.01%
699
+206
1869
$31.5K ﹤0.01%
359
+306
1870
$31.5K ﹤0.01%
389
-212
1871
$31.5K ﹤0.01%
625
1872
$31.4K ﹤0.01%
2,168
+9
1873
$31.4K ﹤0.01%
1,215
1874
$31.4K ﹤0.01%
570
+320
1875
$31.4K ﹤0.01%
2,246
+45
73 74
75
76 77