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
2026
$22.5K ﹤0.01%
225
+200
2027
$22.5K ﹤0.01%
5,219
+154
2028
$22.5K ﹤0.01%
1,600
2029
$22.4K ﹤0.01%
600
2030
$22.4K ﹤0.01%
5,924
+3,500
2031
$22.4K ﹤0.01%
119
+117
2032
$22.3K ﹤0.01%
475
+243
2033
$22.2K ﹤0.01%
217
-4
2034
$22.2K ﹤0.01%
1,550
+200
2035
$22.2K ﹤0.01%
989
+394
2036
$22.1K ﹤0.01%
323
+195
2037
$22.1K ﹤0.01%
674
+289
2038
$21.9K ﹤0.01%
+312
2039
$21.9K ﹤0.01%
1,357
+190
2040
$21.8K ﹤0.01%
1,712
2041
$21.8K ﹤0.01%
736
-47
2042
$21.8K ﹤0.01%
500
-825
2043
$21.7K ﹤0.01%
6,074
+108
2044
$21.7K ﹤0.01%
1,011
2045
$21.6K ﹤0.01%
910
+97
2046
$21.6K ﹤0.01%
185
+93
2047
$21.6K ﹤0.01%
333
+166
2048
$21.5K ﹤0.01%
432
2049
$21.4K ﹤0.01%
+2,546
2050
$21.4K ﹤0.01%
201
-3
80 81
82
83 84