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
2376
$9K ﹤0.01%
167
+29
2377
$8.96K ﹤0.01%
+632
2378
$8.91K ﹤0.01%
8,098
+8,000
2379
$8.87K ﹤0.01%
211
-48
2380
$8.86K ﹤0.01%
464
-1,110
2381
$8.86K ﹤0.01%
269
2382
$8.81K ﹤0.01%
564
2383
$8.8K ﹤0.01%
468
+368
2384
$8.76K ﹤0.01%
+356
2385
$8.66K ﹤0.01%
740
2386
$8.63K ﹤0.01%
386
2387
$8.61K ﹤0.01%
1,675
2388
$8.61K ﹤0.01%
+353
2389
$8.58K ﹤0.01%
501
2390
$8.58K ﹤0.01%
160
2391
$8.52K ﹤0.01%
400
+300
2392
$8.52K ﹤0.01%
588
+10
2393
$8.51K ﹤0.01%
21
+2
2394
$8.5K ﹤0.01%
+2,000
2395
$8.49K ﹤0.01%
151
-4
2396
$8.45K ﹤0.01%
135
2397
$8.45K ﹤0.01%
728
2398
$8.44K ﹤0.01%
226
2399
$8.44K ﹤0.01%
2,000
2400
$8.43K ﹤0.01%
53
+36
94 95
96
97 98