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
1876
$31.3K ﹤0.01%
3,917
+36
1877
$31.3K ﹤0.01%
755
+20
1878
$31.3K ﹤0.01%
700
1879
$31.2K ﹤0.01%
764
1880
$31K ﹤0.01%
1,000
1881
$30.9K ﹤0.01%
547
-1,197
1882
$30.8K ﹤0.01%
329
-5,618
1883
$30.8K ﹤0.01%
1,300
1884
$30.8K ﹤0.01%
151
+98
1885
$30.7K ﹤0.01%
847
+447
1886
$30.6K ﹤0.01%
646
-242
1887
$30.6K ﹤0.01%
+769
1888
$30.5K ﹤0.01%
1,166
-442
1889
$30.5K ﹤0.01%
2,513
+1,542
1890
$30.4K ﹤0.01%
630
1891
$30.2K ﹤0.01%
1,125
1892
$30.2K ﹤0.01%
1,145
+16
1893
$30.1K ﹤0.01%
1,677
1894
$30K ﹤0.01%
469
+200
1895
$29.9K ﹤0.01%
6,392
-2,591
1896
$29.9K ﹤0.01%
321
-323
1897
$29.9K ﹤0.01%
+990
1898
$29.7K ﹤0.01%
1,729
+94
1899
$29.6K ﹤0.01%
250
1900
$29.6K ﹤0.01%
311
+2
74 75
76
77 78