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
2051
$21.3K ﹤0.01%
593
+28
2052
$21.3K ﹤0.01%
840
+13
2053
$21.2K ﹤0.01%
1,383
+29
2054
$21.1K ﹤0.01%
48
-1
2055
$21.1K ﹤0.01%
601
+252
2056
$21.1K ﹤0.01%
435
+4
2057
$21.1K ﹤0.01%
3,874
+1,943
2058
$21.1K ﹤0.01%
+279
2059
$21.1K ﹤0.01%
632
+138
2060
$21.1K ﹤0.01%
387
-232
2061
$21K ﹤0.01%
204
-1,264
2062
$20.9K ﹤0.01%
3,000
2063
$20.9K ﹤0.01%
109
+25
2064
$20.8K ﹤0.01%
2,131
+51
2065
$20.8K ﹤0.01%
+216
2066
$20.7K ﹤0.01%
68
-12
2067
$20.7K ﹤0.01%
101
+21
2068
$20.6K ﹤0.01%
580
+61
2069
$20.6K ﹤0.01%
273
-20
2070
$20.5K ﹤0.01%
6,100
+6,000
2071
$20.5K ﹤0.01%
2,362
+23
2072
$20.5K ﹤0.01%
1,015
2073
$20.4K ﹤0.01%
+850
2074
$20.4K ﹤0.01%
638
2075
$20.3K ﹤0.01%
1,814
-1,496
81 82
83
84 85