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
2426
$7.74K ﹤0.01%
233
2427
$7.73K ﹤0.01%
1,100
2428
$7.72K ﹤0.01%
259
+19
2429
$7.7K ﹤0.01%
170
-69
2430
$7.66K ﹤0.01%
246
2431
$7.63K ﹤0.01%
73
-17
2432
$7.57K ﹤0.01%
100
2433
$7.55K ﹤0.01%
700
2434
$7.54K ﹤0.01%
566
2435
$7.54K ﹤0.01%
239
2436
$7.53K ﹤0.01%
400
2437
$7.53K ﹤0.01%
183
-20
2438
$7.52K ﹤0.01%
63
2439
$7.52K ﹤0.01%
512
+315
2440
$7.49K ﹤0.01%
500
2441
$7.4K ﹤0.01%
+36
2442
$7.4K ﹤0.01%
109
+1
2443
$7.39K ﹤0.01%
256
-3,229
2444
$7.39K ﹤0.01%
145
-68
2445
$7.39K ﹤0.01%
111
-35
2446
$7.38K ﹤0.01%
+109
2447
$7.32K ﹤0.01%
151
+44
2448
$7.31K ﹤0.01%
200
2449
$7.29K ﹤0.01%
+88
2450
$7.26K ﹤0.01%
104
96 97
98
99 100