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
2326
$10.5K ﹤0.01%
100
2327
$10.5K ﹤0.01%
105
2328
$10.5K ﹤0.01%
470
+365
2329
$10.5K ﹤0.01%
150
+100
2330
$10.5K ﹤0.01%
101
2331
$10.4K ﹤0.01%
215
2332
$10.4K ﹤0.01%
57
-41
2333
$10.3K ﹤0.01%
994
+94
2334
$10.3K ﹤0.01%
251
2335
$10.3K ﹤0.01%
219
+182
2336
$10.3K ﹤0.01%
203
2337
$10.2K ﹤0.01%
115
-54
2338
$10.2K ﹤0.01%
850
2339
$10.2K ﹤0.01%
1,386
2340
$10.1K ﹤0.01%
189
-63
2341
$10.1K ﹤0.01%
142
-279
2342
$10.1K ﹤0.01%
300
2343
$10.1K ﹤0.01%
150
2344
$10K ﹤0.01%
5,970
2345
$9.98K ﹤0.01%
463
+401
2346
$9.91K ﹤0.01%
1,991
+429
2347
$9.84K ﹤0.01%
184
2348
$9.82K ﹤0.01%
483
2349
$9.81K ﹤0.01%
+238
2350
$9.7K ﹤0.01%
151
-150
92 93
94
95 96