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
2251
$13.1K ﹤0.01%
584
-132
2252
$13.1K ﹤0.01%
107
+3
2253
$13.1K ﹤0.01%
256
+175
2254
$13K ﹤0.01%
+279
2255
$12.9K ﹤0.01%
2,020
2256
$12.9K ﹤0.01%
700
2257
$12.9K ﹤0.01%
457
+43
2258
$12.9K ﹤0.01%
567
+42
2259
$12.8K ﹤0.01%
235
-12
2260
$12.8K ﹤0.01%
18,500
2261
$12.8K ﹤0.01%
+220
2262
$12.8K ﹤0.01%
365
2263
$12.7K ﹤0.01%
260
+21
2264
$12.7K ﹤0.01%
2,369
2265
$12.7K ﹤0.01%
1,549
+1,064
2266
$12.5K ﹤0.01%
+63
2267
$12.5K ﹤0.01%
+1,388
2268
$12.5K ﹤0.01%
+2,343
2269
$12.5K ﹤0.01%
335
2270
$12.4K ﹤0.01%
+481
2271
$12.4K ﹤0.01%
5,005
2272
$12.3K ﹤0.01%
+336
2273
$12.2K ﹤0.01%
387
2274
$12.2K ﹤0.01%
141
+26
2275
$12.2K ﹤0.01%
312
-1,050
89 90
91
92 93