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
2126
$18.3K ﹤0.01%
60
-1,471
2127
$18.3K ﹤0.01%
87
-9
2128
$18.2K ﹤0.01%
230
-25
2129
$18.2K ﹤0.01%
153
-10
2130
$18K ﹤0.01%
181
-1,534
2131
$18K ﹤0.01%
+1,947
2132
$18K ﹤0.01%
2,068
2133
$17.9K ﹤0.01%
554
-133
2134
$17.9K ﹤0.01%
+516
2135
$17.7K ﹤0.01%
406
+1
2136
$17.7K ﹤0.01%
411
+250
2137
$17.6K ﹤0.01%
150
+10
2138
$17.6K ﹤0.01%
57
+47
2139
$17.6K ﹤0.01%
455
2140
$17.6K ﹤0.01%
2,000
2141
$17.5K ﹤0.01%
230
+3
2142
$17.5K ﹤0.01%
371
2143
$17.5K ﹤0.01%
506
+303
2144
$17.4K ﹤0.01%
162
-94
2145
$17.4K ﹤0.01%
598
2146
$17.4K ﹤0.01%
556
+328
2147
$17.3K ﹤0.01%
201
+118
2148
$17.3K ﹤0.01%
951
2149
$17.3K ﹤0.01%
660
2150
$17K ﹤0.01%
+448
84 85
86
87 88