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
1926
$27.8K ﹤0.01%
2,093
+1,493
1927
$27.6K ﹤0.01%
2,021
-90
1928
$27.6K ﹤0.01%
3,153
+2,919
1929
$27.6K ﹤0.01%
966
-384
1930
$27.5K ﹤0.01%
335
1931
$27.4K ﹤0.01%
390
1932
$27.4K ﹤0.01%
750
1933
$27.3K ﹤0.01%
+1,129
1934
$27.3K ﹤0.01%
2,792
+1,007
1935
$27.3K ﹤0.01%
293
-437
1936
$27.3K ﹤0.01%
1,095
1937
$27.2K ﹤0.01%
2,558
+33
1938
$27.2K ﹤0.01%
1,006
1939
$27.1K ﹤0.01%
316
+293
1940
$27.1K ﹤0.01%
2,526
+343
1941
$27K ﹤0.01%
526
-1,110
1942
$27K ﹤0.01%
573
1943
$27K ﹤0.01%
837
+15
1944
$27K ﹤0.01%
+2,000
1945
$26.9K ﹤0.01%
123
+7
1946
$26.9K ﹤0.01%
1,080
+16
1947
$26.8K ﹤0.01%
1,929
1948
$26.7K ﹤0.01%
170
1949
$26.6K ﹤0.01%
636
+115
1950
$26.6K ﹤0.01%
2,090
-3,710
76 77
78
79 80