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
2001
$24.1K ﹤0.01%
3
+2
2002
$23.9K ﹤0.01%
1,100
2003
$23.9K ﹤0.01%
1,195
-2,438
2004
$23.9K ﹤0.01%
230
2005
$23.9K ﹤0.01%
640
2006
$23.8K ﹤0.01%
335
+7
2007
$23.8K ﹤0.01%
256
2008
$23.7K ﹤0.01%
500
2009
$23.7K ﹤0.01%
+184
2010
$23.4K ﹤0.01%
2,000
2011
$23.2K ﹤0.01%
5,969
-467
2012
$23.2K ﹤0.01%
444
2013
$23.1K ﹤0.01%
369
2014
$23.1K ﹤0.01%
3,312
-152
2015
$23K ﹤0.01%
382
-287
2016
$23K ﹤0.01%
348
-42
2017
$22.9K ﹤0.01%
3,288
-105
2018
$22.9K ﹤0.01%
44
-1
2019
$22.9K ﹤0.01%
731
2020
$22.9K ﹤0.01%
416
-2
2021
$22.7K ﹤0.01%
1,168
+250
2022
$22.7K ﹤0.01%
1,500
2023
$22.7K ﹤0.01%
146
+32
2024
$22.6K ﹤0.01%
2,750
-2,750
2025
$22.6K ﹤0.01%
443
-287
79 80
81
82 83