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
176
$2.97M 0.12%
49,341
-4,162
177
$2.97M 0.12%
63,532
+9,047
178
$2.96M 0.12%
172,884
+172,321
179
$2.95M 0.12%
51,232
+1,158
180
$2.92M 0.12%
145,158
+8,787
181
$2.91M 0.12%
14,629
+3,743
182
$2.9M 0.11%
151,505
+9,657
183
$2.89M 0.11%
31,764
-289
184
$2.89M 0.11%
13,257
+1,022
185
$2.89M 0.11%
58,157
+58,009
186
$2.89M 0.11%
8,489
+7,033
187
$2.85M 0.11%
19,562
+2,255
188
$2.85M 0.11%
57,070
-846
189
$2.83M 0.11%
109,250
+6,228
190
$2.82M 0.11%
48,688
-4,814
191
$2.82M 0.11%
132,235
-2,010
192
$2.81M 0.11%
9,006
+4,875
193
$2.78M 0.11%
11,666
-3,970
194
$2.78M 0.11%
86,443
-10,044
195
$2.77M 0.11%
29,311
-1,106
196
$2.77M 0.11%
43,452
+1,257
197
$2.73M 0.11%
46,607
-5,113
198
$2.71M 0.11%
11,209
-1,237
199
$2.68M 0.11%
74,350
-6,226
200
$2.68M 0.11%
86,080
+55,416
6 7
8
9 10