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
2101
$19.4K ﹤0.01%
262
2102
$19.4K ﹤0.01%
291
2103
$19.4K ﹤0.01%
479
-9
2104
$19.3K ﹤0.01%
+640
2105
$19.3K ﹤0.01%
+2,000
2106
$19.2K ﹤0.01%
161
-39
2107
$19.2K ﹤0.01%
670
2108
$19.1K ﹤0.01%
545
+28
2109
$19K ﹤0.01%
1,065
2110
$19K ﹤0.01%
1,000
-150
2111
$18.9K ﹤0.01%
285
2112
$18.9K ﹤0.01%
177
+10
2113
$18.9K ﹤0.01%
+1,700
2114
$18.8K ﹤0.01%
+369
2115
$18.7K ﹤0.01%
+671
2116
$18.7K ﹤0.01%
330
+50
2117
$18.7K ﹤0.01%
57
+12
2118
$18.7K ﹤0.01%
+758
2119
$18.7K ﹤0.01%
+611
2120
$18.6K ﹤0.01%
264
+51
2121
$18.6K ﹤0.01%
629
+286
2122
$18.6K ﹤0.01%
1,065
2123
$18.5K ﹤0.01%
604
-7
2124
$18.5K ﹤0.01%
903
2125
$18.4K ﹤0.01%
2,680
+59
83 84
85
86 87