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
1901
$29.5K ﹤0.01%
236
+163
1902
$29.3K ﹤0.01%
1,227
+247
1903
$29.3K ﹤0.01%
3,000
1904
$29.2K ﹤0.01%
162
-2
1905
$29.1K ﹤0.01%
1,715
-2,235
1906
$29.1K ﹤0.01%
600
-520
1907
$29K ﹤0.01%
100
1908
$28.9K ﹤0.01%
702
1909
$28.9K ﹤0.01%
563
+63
1910
$28.7K ﹤0.01%
707
+115
1911
$28.7K ﹤0.01%
+2,000
1912
$28.6K ﹤0.01%
+437
1913
$28.6K ﹤0.01%
681
+421
1914
$28.6K ﹤0.01%
300
1915
$28.4K ﹤0.01%
9,500
1916
$28.4K ﹤0.01%
1,228
+21
1917
$28.4K ﹤0.01%
297
-159
1918
$28.3K ﹤0.01%
225
+57
1919
$28.2K ﹤0.01%
921
+10
1920
$28.1K ﹤0.01%
389
-79
1921
$28.1K ﹤0.01%
+530
1922
$28.1K ﹤0.01%
307
1923
$28.1K ﹤0.01%
348
1924
$27.8K ﹤0.01%
5,800
1925
$27.8K ﹤0.01%
208
-38
75 76
77
78 79