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
2276
$12.2K ﹤0.01%
450
2277
$12.1K ﹤0.01%
992
-298
2278
$12.1K ﹤0.01%
+318
2279
$12.1K ﹤0.01%
856
+830
2280
$12K ﹤0.01%
5,900
+1,700
2281
$12K ﹤0.01%
58
+51
2282
$11.9K ﹤0.01%
1,018
+18
2283
$11.9K ﹤0.01%
+1,027
2284
$11.9K ﹤0.01%
49
-421
2285
$11.8K ﹤0.01%
846
-350
2286
$11.8K ﹤0.01%
206
2287
$11.8K ﹤0.01%
624
2288
$11.7K ﹤0.01%
448
+160
2289
$11.6K ﹤0.01%
490
2290
$11.5K ﹤0.01%
1,807
2291
$11.5K ﹤0.01%
65
+24
2292
$11.5K ﹤0.01%
305
2293
$11.5K ﹤0.01%
48
+10
2294
$11.5K ﹤0.01%
123
+11
2295
$11.5K ﹤0.01%
277
2296
$11.5K ﹤0.01%
210
-117
2297
$11.4K ﹤0.01%
245
+167
2298
$11.4K ﹤0.01%
172
-36
2299
$11.4K ﹤0.01%
237
2300
$11.3K ﹤0.01%
419
+309
90 91
92
93 94