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
2201
$14.6K ﹤0.01%
630
2202
$14.5K ﹤0.01%
851
2203
$14.5K ﹤0.01%
300
-285
2204
$14.5K ﹤0.01%
2,816
+1,668
2205
$14.4K ﹤0.01%
2,000
+1,970
2206
$14.4K ﹤0.01%
438
+339
2207
$14.4K ﹤0.01%
1,153
2208
$14.4K ﹤0.01%
155
+8
2209
$14.4K ﹤0.01%
1,700
2210
$14.2K ﹤0.01%
207
+3
2211
$14.2K ﹤0.01%
485
+250
2212
$14.2K ﹤0.01%
150
2213
$14.2K ﹤0.01%
460
+53
2214
$14.1K ﹤0.01%
260
2215
$14.1K ﹤0.01%
375
-270
2216
$14.1K ﹤0.01%
4,127
-1,065
2217
$14.1K ﹤0.01%
279
+60
2218
$14.1K ﹤0.01%
260
+243
2219
$14.1K ﹤0.01%
1,500
+500
2220
$14.1K ﹤0.01%
1,220
2221
$14K ﹤0.01%
189
+30
2222
$14K ﹤0.01%
500
2223
$14K ﹤0.01%
1,577
-2,302
2224
$14K ﹤0.01%
90
-2,086
2225
$13.9K ﹤0.01%
2,731
+1,000
87 88
89
90 91