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
2401
$8.39K ﹤0.01%
277
2402
$8.39K ﹤0.01%
160
+60
2403
$8.36K ﹤0.01%
307
2404
$8.35K ﹤0.01%
240
-41
2405
$8.34K ﹤0.01%
73
+1
2406
$8.32K ﹤0.01%
223
+2
2407
$8.29K ﹤0.01%
161
+24
2408
$8.26K ﹤0.01%
250
2409
$8.21K ﹤0.01%
135
+1
2410
$8.17K ﹤0.01%
30
+3
2411
$8.15K ﹤0.01%
2,500
2412
$8.14K ﹤0.01%
73
2413
$8.07K ﹤0.01%
363
+1
2414
$8.06K ﹤0.01%
200
2415
$8.03K ﹤0.01%
+367
2416
$8.03K ﹤0.01%
310
2417
$8.03K ﹤0.01%
350
2418
$8K ﹤0.01%
123
+14
2419
$7.99K ﹤0.01%
38
+3
2420
$7.96K ﹤0.01%
401
2421
$7.95K ﹤0.01%
148
2422
$7.84K ﹤0.01%
500
2423
$7.79K ﹤0.01%
83
+16
2424
$7.77K ﹤0.01%
225
-54,908
2425
$7.76K ﹤0.01%
723
95 96
97
98 99