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
2176
$15.6K ﹤0.01%
1,906
-81,651
2177
$15.6K ﹤0.01%
1,360
2178
$15.5K ﹤0.01%
1,000
2179
$15.4K ﹤0.01%
3,000
+2,000
2180
$15.4K ﹤0.01%
71
-5
2181
$15.4K ﹤0.01%
500
2182
$15.3K ﹤0.01%
1,117
2183
$15.3K ﹤0.01%
2,338
+2,334
2184
$15.3K ﹤0.01%
790
+29
2185
$15.3K ﹤0.01%
268
-223
2186
$15.2K ﹤0.01%
124
+6
2187
$15.1K ﹤0.01%
757
2188
$15.1K ﹤0.01%
465
2189
$15.1K ﹤0.01%
468
+320
2190
$15.1K ﹤0.01%
583
+10
2191
$15K ﹤0.01%
+400
2192
$14.9K ﹤0.01%
1,387
-11
2193
$14.9K ﹤0.01%
404
2194
$14.8K ﹤0.01%
315
-218
2195
$14.8K ﹤0.01%
390
2196
$14.7K ﹤0.01%
470
-512
2197
$14.6K ﹤0.01%
306
+14
2198
$14.6K ﹤0.01%
371
-6,995
2199
$14.6K ﹤0.01%
140
+18
2200
$14.6K ﹤0.01%
560
86 87
88
89 90