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
1976
$25.3K ﹤0.01%
196
-52
1977
$25.1K ﹤0.01%
615
-4,177
1978
$25.1K ﹤0.01%
1,940
+1,611
1979
$25.1K ﹤0.01%
430
1980
$25K ﹤0.01%
435
+354
1981
$25K ﹤0.01%
+250
1982
$25K ﹤0.01%
454
-26,888
1983
$25K ﹤0.01%
875
+6
1984
$25K ﹤0.01%
121
+53
1985
$24.8K ﹤0.01%
1,000
1986
$24.7K ﹤0.01%
812
-1,692
1987
$24.6K ﹤0.01%
+865
1988
$24.6K ﹤0.01%
391
-2,336
1989
$24.5K ﹤0.01%
+1,397
1990
$24.5K ﹤0.01%
100
1991
$24.4K ﹤0.01%
1,094
-1,801
1992
$24.3K ﹤0.01%
590
-174
1993
$24.3K ﹤0.01%
+386
1994
$24.2K ﹤0.01%
33
+3
1995
$24.2K ﹤0.01%
+478
1996
$24.2K ﹤0.01%
1,063
+63
1997
$24.1K ﹤0.01%
1,190
-41,304
1998
$24.1K ﹤0.01%
749
+99
1999
$24.1K ﹤0.01%
709
-171
2000
$24.1K ﹤0.01%
206
-45
78 79
80
81 82