IA

IFP Advisors Portfolio holdings

AUM $3.52B
1-Year Est. Return 15.89%
This Quarter Est. Return
1 Year Est. Return
+15.89%
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
1
$66.3M 2.63%
314,864
+28,925
2
$51.5M 2.04%
107,449
+30,563
3
$49.4M 1.96%
90,682
+37,864
4
$38.2M 1.52%
102,086
+51,668
5
$31.5M 1.25%
403,400
-54,160
6
$30.5M 1.21%
68,196
+5,291
7
$29M 1.15%
453,330
+61,549
8
$28.7M 1.14%
108,528
+1,594
9
$28.3M 1.12%
229,286
+28,006
10
$28M 1.11%
1,144,004
+511,472
11
$27.1M 1.08%
49,609
-6,187
12
$26.8M 1.07%
138,869
+25,298
13
$25.1M 1%
137,942
+39,443
14
$23.5M 0.93%
255,863
-88,293
15
$23.2M 0.92%
662,647
+68,588
16
$22.7M 0.9%
901,312
+11,688
17
$20.8M 0.82%
41,522
+9,871
18
$20.7M 0.82%
264,312
+113,118
19
$20.5M 0.81%
120,048
+22,430
20
$19.9M 0.79%
395,056
+107,654
21
$19.6M 0.78%
164,947
-1,807
22
$19.5M 0.77%
751,092
+5,454
23
$18.7M 0.74%
47,682
+5,354
24
$18.4M 0.73%
45,243
+577
25
$17.6M 0.7%
399,778
+35,565
1
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