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
2301
$11.3K ﹤0.01%
154
2302
$11.3K ﹤0.01%
64
-5
2303
$11.3K ﹤0.01%
1,501
+500
2304
$11.2K ﹤0.01%
328
-182
2305
$11.2K ﹤0.01%
570
2306
$11.2K ﹤0.01%
206
+4
2307
$11.1K ﹤0.01%
+239
2308
$11.1K ﹤0.01%
495
2309
$11K ﹤0.01%
3,360
2310
$11K ﹤0.01%
255
+118
2311
$11K ﹤0.01%
200
2312
$10.9K ﹤0.01%
103
2313
$10.9K ﹤0.01%
35
+5
2314
$10.9K ﹤0.01%
+75
2315
$10.9K ﹤0.01%
217
-319
2316
$10.8K ﹤0.01%
+1,810
2317
$10.8K ﹤0.01%
+1,000
2318
$10.8K ﹤0.01%
2,015
2319
$10.7K ﹤0.01%
122
2320
$10.7K ﹤0.01%
144
+61
2321
$10.7K ﹤0.01%
388
-107
2322
$10.6K ﹤0.01%
113
-539
2323
$10.5K ﹤0.01%
314
+137
2324
$10.5K ﹤0.01%
310
2325
$10.5K ﹤0.01%
939
+63
91 92
93
94 95