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
$2.28B
AUM Growth
+$162M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,304
New
Increased
Reduced
Closed

Top Buys

1
+$14M
2
+$7.49M
3
+$6.68M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$6.45M
5
IWL icon
iShares Russell Top 200 ETF
IWL
+$6.38M

Top Sells

1
+$19.7M
2
+$19.5M
3
+$18.1M
4
FTGC icon
First Trust Global Tactical Commodity Strategy Fund
FTGC
+$16.3M
5
HDV icon
iShares Core High Dividend ETF
HDV
+$7.59M

Sector Composition

1 Technology 8.55%
2 Financials 4.3%
3 Consumer Discretionary 3.64%
4 Industrials 2.95%
5 Healthcare 2.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$2.28M 0.1%
31,725
+16,326
227
$2.24M 0.1%
41,216
+3,539
228
$2.21M 0.1%
96,800
+8,753
229
$2.2M 0.1%
185,160
-45,891
230
$2.19M 0.1%
8,056
+69
231
$2.19M 0.1%
3,937
-63
232
$2.18M 0.1%
52,307
-2,509
233
$2.18M 0.1%
50,274
-6,616
234
$2.18M 0.1%
49,438
-22,603
235
$2.17M 0.1%
95,272
-19,263
236
$2.14M 0.09%
5,039
+147
237
$2.14M 0.09%
74,158
+1,790
238
$2.13M 0.09%
32,462
+17,498
239
$2.12M 0.09%
64,856
+27,293
240
$2.12M 0.09%
41,708
+10,583
241
$2.11M 0.09%
6,274
+69
242
$2.1M 0.09%
3,231
+109
243
$2.06M 0.09%
99,973
-8,384
244
$2.06M 0.09%
10,032
+964
245
$2.05M 0.09%
51,765
-1,935
246
$2.05M 0.09%
57,137
+22,783
247
$2.05M 0.09%
10,917
+10,368
248
$2.04M 0.09%
102,702
+7,039
249
$2.02M 0.09%
36,805
+29,184
250
$2.01M 0.09%
16,249
-3,445
8 9
10
11 12