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
2076
$20.2K ﹤0.01%
725
+85
2077
$20.2K ﹤0.01%
500
2078
$20.2K ﹤0.01%
924
+48
2079
$20.2K ﹤0.01%
577
+532
2080
$20.2K ﹤0.01%
375
2081
$20.2K ﹤0.01%
+298
2082
$20.2K ﹤0.01%
+326
2083
$20.1K ﹤0.01%
192
+1
2084
$20.1K ﹤0.01%
+172
2085
$20K ﹤0.01%
508
2086
$20K ﹤0.01%
535
+29
2087
$20K ﹤0.01%
1,009
2088
$20K ﹤0.01%
720
+88
2089
$19.9K ﹤0.01%
2,056
2090
$19.8K ﹤0.01%
456
+1
2091
$19.8K ﹤0.01%
82
+25
2092
$19.8K ﹤0.01%
920
2093
$19.8K ﹤0.01%
+175
2094
$19.7K ﹤0.01%
683
-13,181
2095
$19.7K ﹤0.01%
219
+154
2096
$19.7K ﹤0.01%
98
+64
2097
$19.6K ﹤0.01%
+1,028
2098
$19.6K ﹤0.01%
387
-221
2099
$19.5K ﹤0.01%
1,037
+2
2100
$19.5K ﹤0.01%
786
82 83
84
85 86