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
2351
$9.7K ﹤0.01%
121
-109
2352
$9.59K ﹤0.01%
78
+2
2353
$9.59K ﹤0.01%
+1,500
2354
$9.54K ﹤0.01%
1,590
-554
2355
$9.54K ﹤0.01%
222
2356
$9.53K ﹤0.01%
750
2357
$9.52K ﹤0.01%
225
+70
2358
$9.5K ﹤0.01%
283
+2
2359
$9.5K ﹤0.01%
515
-1,725
2360
$9.47K ﹤0.01%
200
-67
2361
$9.47K ﹤0.01%
760
2362
$9.45K ﹤0.01%
175
2363
$9.43K ﹤0.01%
572
+268
2364
$9.41K ﹤0.01%
291
-676
2365
$9.36K ﹤0.01%
408
+199
2366
$9.31K ﹤0.01%
1,588
-727
2367
$9.27K ﹤0.01%
300
-1,851
2368
$9.17K ﹤0.01%
31
+1
2369
$9.11K ﹤0.01%
1,693
+1,000
2370
$9.07K ﹤0.01%
475
2371
$9.07K ﹤0.01%
187
2372
$9.06K ﹤0.01%
2,141
+1,622
2373
$9.06K ﹤0.01%
175
2374
$9.04K ﹤0.01%
190
-345
2375
$9.01K ﹤0.01%
409
93 94
95
96 97