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
2451
$7.25K ﹤0.01%
270
2452
$7.24K ﹤0.01%
+250
2453
$7.23K ﹤0.01%
900
2454
$7.18K ﹤0.01%
2,000
2455
$7.08K ﹤0.01%
287
2456
$7.04K ﹤0.01%
2,000
2457
$7.04K ﹤0.01%
295
2458
$7K ﹤0.01%
268
+42
2459
$6.98K ﹤0.01%
350
2460
$6.97K ﹤0.01%
+1,000
2461
$6.97K ﹤0.01%
+50
2462
$6.92K ﹤0.01%
364
+43
2463
$6.91K ﹤0.01%
+208
2464
$6.9K ﹤0.01%
100
2465
$6.85K ﹤0.01%
305
2466
$6.82K ﹤0.01%
275
+1
2467
$6.81K ﹤0.01%
1,089
+19
2468
$6.75K ﹤0.01%
300
2469
$6.73K ﹤0.01%
291
2470
$6.73K ﹤0.01%
664
+64
2471
$6.72K ﹤0.01%
98
+2
2472
$6.71K ﹤0.01%
690
-10
2473
$6.7K ﹤0.01%
182
2474
$6.7K ﹤0.01%
126
-57
2475
$6.69K ﹤0.01%
622
+121
97 98
99
100 101