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
1951
$26.6K ﹤0.01%
469
+341
1952
$26.5K ﹤0.01%
186
-15
1953
$26.5K ﹤0.01%
393
+3
1954
$26.5K ﹤0.01%
+541
1955
$26.4K ﹤0.01%
421
+6
1956
$26.3K ﹤0.01%
716
+2
1957
$26.3K ﹤0.01%
3,788
1958
$26.2K ﹤0.01%
402
+201
1959
$26.2K ﹤0.01%
275
+71
1960
$26.1K ﹤0.01%
+500
1961
$26.1K ﹤0.01%
945
-74
1962
$26K ﹤0.01%
470
1963
$25.8K ﹤0.01%
354
+97
1964
$25.8K ﹤0.01%
769
1965
$25.7K ﹤0.01%
3,400
-85
1966
$25.6K ﹤0.01%
1,259
+1,000
1967
$25.6K ﹤0.01%
853
+197
1968
$25.6K ﹤0.01%
973
+253
1969
$25.5K ﹤0.01%
15,000
1970
$25.5K ﹤0.01%
649
+128
1971
$25.5K ﹤0.01%
1,309
+22
1972
$25.5K ﹤0.01%
2,243
-2,452
1973
$25.4K ﹤0.01%
+2,400
1974
$25.4K ﹤0.01%
2,020
1975
$25.3K ﹤0.01%
597
-915
77 78
79
80 81