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
201
$2.67M 0.11%
16,767
-2,091
202
$2.67M 0.11%
14,642
+1,855
203
$2.66M 0.11%
17,665
-448
204
$2.65M 0.11%
77,668
205
$2.64M 0.1%
90,979
+63,831
206
$2.63M 0.1%
41,361
+20,433
207
$2.62M 0.1%
11,579
-498
208
$2.61M 0.1%
59,683
+7,376
209
$2.61M 0.1%
15,024
+3,142
210
$2.61M 0.1%
12,732
+2,700
211
$2.61M 0.1%
29,138
-1,461
212
$2.59M 0.1%
20,929
+6,296
213
$2.58M 0.1%
11,724
-118
214
$2.57M 0.1%
30,568
-6,265
215
$2.57M 0.1%
61,785
+1,909
216
$2.54M 0.1%
48,039
-400,575
217
$2.52M 0.1%
56,178
+35,132
218
$2.51M 0.1%
144,643
-3,655
219
$2.51M 0.1%
24,003
+2,212
220
$2.5M 0.1%
51,696
+2,029
221
$2.49M 0.1%
7,480
+3,479
222
$2.46M 0.1%
109,419
+31,090
223
$2.46M 0.1%
6,734
+460
224
$2.44M 0.1%
24,398
+16
225
$2.41M 0.1%
46,871
-2,403
7 8
9
10 11