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
2226
$13.9K ﹤0.01%
+149
2227
$13.9K ﹤0.01%
217
2228
$13.8K ﹤0.01%
1,339
2229
$13.8K ﹤0.01%
374
-1,777
2230
$13.8K ﹤0.01%
615
-185
2231
$13.8K ﹤0.01%
+708
2232
$13.8K ﹤0.01%
566
-368
2233
$13.6K ﹤0.01%
+300
2234
$13.6K ﹤0.01%
226
2235
$13.5K ﹤0.01%
353
2236
$13.5K ﹤0.01%
117
+73
2237
$13.4K ﹤0.01%
386
2238
$13.4K ﹤0.01%
516
2239
$13.4K ﹤0.01%
+311
2240
$13.4K ﹤0.01%
179
+36
2241
$13.4K ﹤0.01%
960
+800
2242
$13.3K ﹤0.01%
204
-204
2243
$13.3K ﹤0.01%
155
-827
2244
$13.2K ﹤0.01%
77
+5
2245
$13.2K ﹤0.01%
53
2246
$13.2K ﹤0.01%
1,280
-1,620
2247
$13.2K ﹤0.01%
+1,000
2248
$13.2K ﹤0.01%
+300
2249
$13.2K ﹤0.01%
961
2250
$13.1K ﹤0.01%
153
+5
88 89
90
91 92