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
251
$1.99M 0.09%
77,051
-104,781
252
$1.97M 0.09%
22,399
-1,268
253
$1.97M 0.09%
92,126
+4,351
254
$1.96M 0.09%
22,787
+7,388
255
$1.95M 0.09%
96,078
+12,470
256
$1.95M 0.09%
25,920
+16,395
257
$1.93M 0.08%
4,705
+295
258
$1.93M 0.08%
11,086
-3,907
259
$1.93M 0.08%
14,633
-199
260
$1.93M 0.08%
20,863
-7,776
261
$1.93M 0.08%
32,807
-25,011
262
$1.92M 0.08%
44,310
-6,632
263
$1.88M 0.08%
54,113
-8,438
264
$1.88M 0.08%
24,364
-950
265
$1.87M 0.08%
19,310
-17,630
266
$1.87M 0.08%
+42,138
267
$1.87M 0.08%
6,203
+1,891
268
$1.85M 0.08%
55,133
-4,485
269
$1.84M 0.08%
10,886
-1,241
270
$1.83M 0.08%
63,893
-2,510
271
$1.82M 0.08%
27,580
+3,989
272
$1.81M 0.08%
43,357
+2,427
273
$1.79M 0.08%
27,342
-3,670
274
$1.79M 0.08%
57,606
+7,542
275
$1.77M 0.08%
6,137
9 10
11
12 13