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
2151
$17K ﹤0.01%
222
+6
2152
$17K ﹤0.01%
650
2153
$16.9K ﹤0.01%
117
+6
2154
$16.9K ﹤0.01%
312
+4
2155
$16.8K ﹤0.01%
105
+26
2156
$16.8K ﹤0.01%
163
-4
2157
$16.8K ﹤0.01%
527
2158
$16.7K ﹤0.01%
+301
2159
$16.6K ﹤0.01%
237
-300
2160
$16.6K ﹤0.01%
534
2161
$16.6K ﹤0.01%
236
+12
2162
$16.5K ﹤0.01%
235
+25
2163
$16.5K ﹤0.01%
489
-1,968
2164
$16.4K ﹤0.01%
1,011
+953
2165
$16.4K ﹤0.01%
1,000
2166
$16.3K ﹤0.01%
+1,000
2167
$16.3K ﹤0.01%
729
+74
2168
$16K ﹤0.01%
+1,250
2169
$15.9K ﹤0.01%
334
+1
2170
$15.8K ﹤0.01%
76
-76
2171
$15.7K ﹤0.01%
+932
2172
$15.7K ﹤0.01%
1,027
-30
2173
$15.7K ﹤0.01%
500
-2,500
2174
$15.6K ﹤0.01%
725
2175
$15.6K ﹤0.01%
+263
85 86
87
88 89